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 | $249,960 | $159,901+56.3% | $146,958+70.1% | $145,922+71.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.79% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,769 | $5,286-28.7% | $4,933-23.6% | $4,660-19.1% |
| Participant deferral / active EE | $11,929 | $8,428+41.5% | $8,070+47.8% | $6,688+78.4% |
| Admin fee / account holder | $5,387 | $15,044-64.2% | $12,998-58.6% | $13,397-59.8% |