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 | $220,252 | $159,901+37.7% | $146,958+49.9% | $145,922+50.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.02% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,540 | $5,286-33.0% | $4,933-28.2% | $4,660-24.0% |
| Participant deferral / active EE | $9,185 | $8,428+9.0% | $8,070+13.8% | $6,688+37.3% |
| Admin fee / account holder | $4,174 | $15,044-72.3% | $12,998-67.9% | $13,397-68.8% |