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 | $130,281 | $159,901-18.5% | $146,958-11.3% | $145,922-10.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 14.56% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $11,008 | $5,286+108.2% | $4,933+123.2% | $4,660+136.2% |
| Participant deferral / active EE | $7,824 | $8,428-7.2% | $8,070-3.0% | $6,688+17.0% |
| Admin fee / account holder | $24,639 | $15,044+63.8% | $12,998+89.6% | $13,397+83.9% |