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 | $217,688 | $102,317+112.8% | $146,958+48.1% | $80,856+169.2% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 14.51% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,951 | $3,713+33.3% | $4,933+0.4% | $2,755+79.7% |
| Participant deferral / active EE | $12,796 | $6,644+92.6% | $8,070+58.6% | $4,296+197.9% |
| Admin fee / account holder | $11,317 | $7,941+42.5% | $12,998-12.9% | $6,918+63.6% |