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 | $191,457 | $97,757+95.9% | $83,848+128.3% | $135,375+41.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 5.93% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,962 | $4,222-53.5% | $3,631-46.0% | $4,779-58.9% |
| Participant deferral / active EE | $8,511 | $4,682+81.8% | $4,082+108.5% | $5,609+51.7% |
| Admin fee / account holder | $3,525 | $6,674-47.2% | $5,478-35.7% | $10,827-67.4% |