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 | $246,775 | $159,901+54.3% | $146,958+67.9% | $145,922+69.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,717 | $5,286-29.7% | $4,933-24.7% | $4,660-20.2% |
| Participant deferral / active EE | $12,557 | $8,428+49.0% | $8,070+55.6% | $6,688+87.8% |
| Admin fee / account holder | $23,874 | $15,044+58.7% | $12,998+83.7% | $13,397+78.2% |