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 | $249,214 | $159,901+55.9% | $146,958+69.6% | $145,922+70.8% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 14.77% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,425 | $5,286-54.1% | $4,933-50.8% | $4,660-48.0% |
| Participant deferral / active EE | $5,799 | $8,428-31.2% | $8,070-28.1% | $6,688-13.3% |
| Admin fee / account holder | $7,299 | $15,044-51.5% | $12,998-43.8% | $13,397-45.5% |