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 | $226,953 | $102,317+121.8% | $146,958+54.4% | $80,856+180.7% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.74% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,400 | $3,713+18.5% | $4,933-10.8% | $2,755+59.7% |
| Participant deferral / active EE | $5,908 | $6,644-11.1% | $8,070-26.8% | $4,296+37.5% |
| Admin fee / account holder | $9,593 | $7,941+20.8% | $12,998-26.2% | $6,918+38.7% |