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 | $198,421 | $91,538+116.8% | $129,995+52.6% | $75,163+164.0% |
| Participation rate | 83.9% | 71.4%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 24.17% | -631.11%+655.3pp | -137.18%+161.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $13,354 | $2,845+369.3% | $4,320+209.1% | $2,670+400.2% |
| Participant deferral / active EE | $2,847 | $4,341-34.4% | $5,820-51.1% | $4,125-31.0% |
| Admin fee / account holder | $4,438 | $6,790-34.6% | $10,614-58.2% | $5,651-21.5% |