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 | $194,789 | $159,901+21.8% | $146,958+32.5% | $145,922+33.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.99% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,918 | $5,286-63.7% | $4,933-61.1% | $4,660-58.8% |
| Participant deferral / active EE | $7,022 | $8,428-16.7% | $8,070-13.0% | $6,688+5.0% |
| Admin fee / account holder | $700 | $15,044-95.3% | $12,998-94.6% | $13,397-94.8% |