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 | $207,558 | $159,901+29.8% | $146,958+41.2% | $145,922+42.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 14.47% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,388 | $5,286-73.7% | $4,933-71.9% | $4,660-70.2% |
| Participant deferral / active EE | $4,818 | $8,428-42.8% | $8,070-40.3% | $6,688-28.0% |
| Admin fee / account holder | $3,292 | $15,044-78.1% | $12,998-74.7% | $13,397-75.4% |