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 | $219,113 | $102,317+114.2% | $146,958+49.1% | $80,856+171.0% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 12.12% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,171 | $3,713-41.5% | $4,933-56.0% | $2,755-21.2% |
| Participant deferral / active EE | $7,589 | $6,644+14.2% | $8,070-6.0% | $4,296+76.7% |
| Admin fee / account holder | $33,159 | $7,941+317.6% | $12,998+155.1% | $6,918+379.3% |