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 9-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 | $212,380 | $70,756+200.2% | $65,493+224.3% | $142,382+49.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 13.91% | 1754.89%-1741.0pp | 982.45%-968.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,654 | $2,881-7.9% | $2,574+3.1% | $4,299-38.3% |
| Participant deferral / active EE | $8,621 | $4,637+85.9% | $3,961+117.6% | $6,507+32.5% |
| Admin fee / account holder | $2,317 | $6,559-64.7% | $5,028-53.9% | $12,624-81.6% |