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 | $105,255 | $159,901-34.2% | $146,958-28.4% | $145,922-27.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 13.17% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,007 | $5,286+13.6% | $4,933+21.8% | $4,660+28.9% |
| Participant deferral / active EE | $12,134 | $8,428+44.0% | $8,070+50.4% | $6,688+81.4% |
| Admin fee / account holder | $4,584 | $15,044-69.5% | $12,998-64.7% | $13,397-65.8% |