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 | $236,016 | $102,317+130.7% | $146,958+60.6% | $80,856+191.9% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 30.03% | 134.76%-104.7pp | 418.34%-388.3pp | 35.59%-5.6pp |
| Employer contribution / active EE | $5,265 | $3,713+41.8% | $4,933+6.7% | $2,755+91.1% |
| Participant deferral / active EE | $14,392 | $6,644+116.6% | $8,070+78.3% | $4,296+235.0% |
| Admin fee / account holder | $6,736 | $7,941-15.2% | $12,998-48.2% | $6,918-2.6% |