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 | $203,436 | $98,750+106.0% | $149,696+35.9% | $79,858+154.7% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 20.23% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,285 | $3,216-29.0% | $4,644-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $7,950 | $5,680+40.0% | $6,842+16.2% | $3,740+112.6% |
| Admin fee / account holder | $439 | $6,053-92.7% | $9,309-95.3% | $5,306-91.7% |