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 | $185,514 | $159,901+16.0% | $146,958+26.2% | $145,922+27.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.99% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,348 | $5,286-36.7% | $4,933-32.1% | $4,660-28.1% |
| Participant deferral / active EE | $8,466 | $8,428+0.5% | $8,070+4.9% | $6,688+26.6% |
| Admin fee / account holder | $2,101 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |