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 | $129,785 | $159,901-18.8% | $146,958-11.7% | $145,922-11.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.28% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,821 | $5,286-27.7% | $4,933-22.5% | $4,660-18.0% |
| Participant deferral / active EE | $11,403 | $8,428+35.3% | $8,070+41.3% | $6,688+70.5% |
| Admin fee / account holder | $946 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |