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 | $156,665 | $217,402-27.9% | $185,823-15.7% | $167,490-6.5% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 82.13% | 148.36%-66.2pp | 122.05%-39.9pp | 478.56%-396.4pp |
| Employer contribution / active EE | $4,766 | $5,873-18.9% | $5,167-7.8% | $4,837-1.5% |
| Participant deferral / active EE | $8,646 | $6,356+36.0% | $5,568+55.3% | $6,341+36.3% |
| Admin fee / account holder | $26,609 | $19,811+34.3% | $16,237+63.9% | $12,309+116.2% |