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 | $177,962 | $102,966+72.8% | $90,281+97.1% | $152,861+16.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.89% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,196 | $3,139+1.8% | $2,854+12.0% | $4,762-32.9% |
| Participant deferral / active EE | $10,481 | $4,281+144.8% | $3,885+169.8% | $5,850+79.2% |
| Admin fee / account holder | $6,173 | $6,1710% | $5,351+15.3% | $11,596-46.8% |