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 7-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 | $135,875 | $159,901-15.0% | $146,958-7.5% | $145,922-6.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.69% | 98.13%-84.4pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,762 | $5,286-28.8% | $4,933-23.7% | $4,660-19.3% |
| Participant deferral / active EE | $4,597 | $8,428-45.5% | $8,070-43.0% | $6,688-31.3% |
| Admin fee / account holder | $15,201 | $15,044+1.0% | $12,998+16.9% | $13,397+13.5% |