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 | $208,412 | $102,317+103.7% | $146,958+41.8% | $80,856+157.8% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 13.79% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,716 | $3,713+0.1% | $4,933-24.7% | $2,755+34.9% |
| Participant deferral / active EE | $7,772 | $6,644+17.0% | $8,070-3.7% | $4,296+80.9% |
| Admin fee / account holder | $22,476 | $7,941+183.0% | $12,998+72.9% | $6,918+224.9% |