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 | $137,945 | $159,901-13.7% | $146,958-6.1% | $145,922-5.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.35% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,346 | $5,286-74.5% | $4,933-72.7% | $4,660-71.1% |
| Participant deferral / active EE | $11,432 | $8,428+35.6% | $8,070+41.7% | $6,688+70.9% |
| Admin fee / account holder | $6,383 | $15,044-57.6% | $12,998-50.9% | $13,397-52.4% |