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 5-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 | $133,678 | $159,901-16.4% | $146,958-9.0% | $145,922-8.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.77% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,759 | $5,286-10.0% | $4,933-3.5% | $4,660+2.1% |
| Participant deferral / active EE | $9,741 | $8,428+15.6% | $8,070+20.7% | $6,688+45.7% |
| Admin fee / account holder | $633 | $15,044-95.8% | $12,998-95.1% | $13,397-95.3% |