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 | $173,574 | $114,047+52.2% | $96,139+80.5% | $167,490+3.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 11.81% | 189.88%-178.1pp | 191.94%-180.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,692 | $3,427-21.4% | $2,797-3.7% | $4,837-44.3% |
| Participant deferral / active EE | $5,468 | $5,194+5.3% | $4,349+25.7% | $6,341-13.8% |
| Admin fee / account holder | $3,005 | $6,897-56.4% | $5,537-45.7% | $12,309-75.6% |