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 8-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 | $113,598 | $159,901-29.0% | $146,958-22.7% | $145,922-22.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 14.73% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $13,865 | $5,286+162.3% | $4,933+181.1% | $4,660+197.6% |
| Participant deferral / active EE | $12,605 | $8,428+49.6% | $8,070+56.2% | $6,688+88.5% |
| Admin fee / account holder | $783 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |