See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,256 | $198,466-29.3% | $170,442-17.7% | $147,584-5.0% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 13.01% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $7,411 | $6,184+19.8% | $5,433+36.4% | $4,876+52.0% |
| Participant deferral / active EE | $4,222 | $5,629-25.0% | $4,939-14.5% | $5,439-22.4% |
| Admin fee / account holder | $3,195 | $16,852-81.0% | $13,880-77.0% | $10,885-70.6% |