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 | $117,536 | $159,901-26.5% | $146,958-20.0% | $145,922-19.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.02% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,655 | $5,286-49.8% | $4,933-46.2% | $4,660-43.0% |
| Participant deferral / active EE | $8,791 | $8,428+4.3% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $526 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |