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 | $235,589 | $159,901+47.3% | $146,958+60.3% | $145,922+61.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 22.33% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $5,494 | $5,286+3.9% | $4,933+11.4% | $4,660+17.9% |
| Participant deferral / active EE | $6,579 | $8,428-21.9% | $8,070-18.5% | $6,688-1.6% |
| Admin fee / account holder | $3,676 | $15,044-75.6% | $12,998-71.7% | $13,397-72.6% |