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 | $194,032 | $106,890+81.5% | $84,015+130.9% | $152,861+26.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 19.93% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,636 | $2,734-3.6% | $1,983+32.9% | $4,762-44.7% |
| Participant deferral / active EE | $7,418 | $4,011+84.9% | $3,239+129.0% | $5,850+26.8% |
| Admin fee / account holder | $30,718 | $8,285+270.8% | $6,101+403.5% | $11,596+164.9% |