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 | $197,082 | $112,096+75.8% | $95,952+105.4% | $158,922+24.0% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 13.88% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,453 | $3,198-23.3% | $2,541-3.5% | $4,761-48.5% |
| Participant deferral / active EE | $8,169 | $4,784+70.8% | $4,167+96.1% | $5,982+36.6% |
| Admin fee / account holder | $4,293 | $10,130-57.6% | $6,795-36.8% | $11,246-61.8% |