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 | $201,478 | $159,901+26.0% | $146,958+37.1% | $145,922+38.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,120 | $5,286-41.0% | $4,933-36.7% | $4,660-33.0% |
| Participant deferral / active EE | $13,145 | $8,428+56.0% | $8,070+62.9% | $6,688+96.6% |
| Admin fee / account holder | $1,299 | $15,044-91.4% | $12,998-90.0% | $13,397-90.3% |