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 | $177,996 | $114,047+56.1% | $96,139+85.1% | $167,490+6.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 10.48% | 189.88%-179.4pp | 191.94%-181.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,189 | $3,427-65.3% | $2,797-57.5% | $4,837-75.4% |
| Participant deferral / active EE | $2,146 | $5,194-58.7% | $4,349-50.7% | $6,341-66.2% |
| Admin fee / account holder | $10,346 | $6,897+50.0% | $5,537+86.9% | $12,309-15.9% |