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 | $230,900 | $108,919+112.0% | $100,391+130.0% | $145,922+58.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 15.02% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,673 | $4,419-16.9% | $3,942-6.8% | $4,660-21.2% |
| Participant deferral / active EE | $13,734 | $8,445+62.6% | $8,082+69.9% | $6,688+105.4% |
| Admin fee / account holder | $1,338 | $9,689-86.2% | $7,899-83.1% | $13,397-90.0% |