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 | $244,504 | $159,901+52.9% | $146,958+66.4% | $145,922+67.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 12.27% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,572 | $5,286-51.3% | $4,933-47.9% | $4,660-44.8% |
| Participant deferral / active EE | $8,830 | $8,428+4.8% | $8,070+9.4% | $6,688+32.0% |
| Admin fee / account holder | $777 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |