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 | $207,851 | $102,317+103.1% | $146,958+41.4% | $80,856+157.1% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 13.15% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,471 | $3,713-33.4% | $4,933-49.9% | $2,755-10.3% |
| Participant deferral / active EE | $5,537 | $6,644-16.7% | $8,070-31.4% | $4,296+28.9% |
| Admin fee / account holder | $4,657 | $7,941-41.4% | $12,998-64.2% | $6,918-32.7% |