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 | $153,407 | $105,998+44.7% | $92,233+66.3% | $147,584+3.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 17.90% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $8,114 | $4,333+87.3% | $3,679+120.5% | $4,876+66.4% |
| Participant deferral / active EE | $4,102 | $4,478-8.4% | $3,897+5.3% | $5,439-24.6% |
| Admin fee / account holder | $2,841 | $6,332-55.1% | $5,194-45.3% | $10,885-73.9% |