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 | $213,112 | $165,984+28.4% | $164,813+29.3% | $145,922+46.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.11% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,621 | $5,273+25.6% | $4,341+52.5% | $4,660+42.1% |
| Participant deferral / active EE | $13,242 | $6,959+90.3% | $6,031+119.5% | $6,688+98.0% |
| Admin fee / account holder | $93,999 | $16,648+464.6% | $12,690+640.7% | $13,397+601.6% |