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 10-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 | $171,566 | $159,901+7.3% | $146,958+16.7% | $145,922+17.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 35.62% | 98.13%-62.5pp | 418.34%-382.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $1,216 | $5,286-77.0% | $4,933-75.3% | $4,660-73.9% |
| Participant deferral / active EE | $7,229 | $8,428-14.2% | $8,070-10.4% | $6,688+8.1% |
| Admin fee / account holder | $1,802 | $15,044-88.0% | $12,998-86.1% | $13,397-86.5% |