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 | $206,969 | $159,901+29.4% | $146,958+40.8% | $145,922+41.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 73.23% | 98.13%-24.9pp | 418.34%-345.1pp | 561.29%-488.1pp |
| Employer contribution / active EE | $1,121 | $5,286-78.8% | $4,933-77.3% | $4,660-75.9% |
| Participant deferral / active EE | $15,013 | $8,428+78.1% | $8,070+86.0% | $6,688+124.5% |
| Admin fee / account holder | $12,534 | $15,044-16.7% | $12,998-3.6% | $13,397-6.4% |