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 7-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 | $203,061 | $159,901+27.0% | $146,958+38.2% | $145,922+39.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,852 | $5,286-8.2% | $4,933-1.6% | $4,660+4.1% |
| Participant deferral / active EE | $14,325 | $8,428+70.0% | $8,070+77.5% | $6,688+114.2% |
| Admin fee / account holder | $1,983 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |