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 | $162,349 | $226,064-28.2% | $182,532-11.1% | $152,861+6.2% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 21.80% | 192.51%-170.7pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,868 | $4,978+38.0% | $4,076+68.5% | $4,762+44.2% |
| Participant deferral / active EE | $3,767 | $6,368-40.8% | $5,524-31.8% | $5,850-35.6% |
| Admin fee / account holder | $49,319 | $10,703+360.8% | $8,592+474.0% | $11,596+325.3% |