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 | $197,709 | $112,096+76.4% | $95,952+106.0% | $158,922+24.4% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 13.24% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,935 | $3,198-39.5% | $2,541-23.9% | $4,761-59.4% |
| Participant deferral / active EE | $4,592 | $4,784-4.0% | $4,167+10.2% | $5,982-23.2% |
| Admin fee / account holder | $7,467 | $10,130-26.3% | $6,795+9.9% | $11,246-33.6% |