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 4-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 | $162,640 | $159,901+1.7% | $146,958+10.7% | $145,922+11.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 17.95% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,652 | $5,286-30.9% | $4,933-26.0% | $4,660-21.6% |
| Participant deferral / active EE | $12,762 | $8,428+51.4% | $8,070+58.1% | $6,688+90.8% |
| Admin fee / account holder | $7,095 | $15,044-52.8% | $12,998-45.4% | $13,397-47.0% |