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 | $130,960 | $159,901-18.1% | $146,958-10.9% | $145,922-10.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.66% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,126 | $5,286-59.8% | $4,933-56.9% | $4,660-54.4% |
| Participant deferral / active EE | $4,711 | $8,428-44.1% | $8,070-41.6% | $6,688-29.6% |
| Admin fee / account holder | $579 | $15,044-96.1% | $12,998-95.5% | $13,397-95.7% |