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 3-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 | $177,278 | $159,901+10.9% | $146,958+20.6% | $145,922+21.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.97% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,209 | $5,286-77.1% | $4,933-75.5% | $4,660-74.1% |
| Participant deferral / active EE | $11,718 | $8,428+39.0% | $8,070+45.2% | $6,688+75.2% |
| Admin fee / account holder | $41,269 | $15,044+174.3% | $12,998+217.5% | $13,397+208.0% |