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 | $190,748 | $102,317+86.4% | $146,958+29.8% | $80,856+135.9% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 17.36% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,769 | $3,713+1.5% | $4,933-23.6% | $2,755+36.8% |
| Participant deferral / active EE | $10,084 | $6,644+51.8% | $8,070+25.0% | $4,296+134.7% |
| Admin fee / account holder | $5,986 | $7,941-24.6% | $12,998-54.0% | $6,918-13.5% |