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 | $127,244 | $159,901-20.4% | $146,958-13.4% | $145,922-12.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 18.28% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,343 | $5,286-74.6% | $4,933-72.8% | $4,660-71.2% |
| Participant deferral / active EE | $5,394 | $8,428-36.0% | $8,070-33.2% | $6,688-19.4% |
| Admin fee / account holder | $2,897 | $15,044-80.7% | $12,998-77.7% | $13,397-78.4% |