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 | $224,016 | $159,901+40.1% | $146,958+52.4% | $145,922+53.5% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 15.12% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,486 | $5,286-53.0% | $4,933-49.6% | $4,660-46.6% |
| Participant deferral / active EE | $10,913 | $8,428+29.5% | $8,070+35.2% | $6,688+63.2% |
| Admin fee / account holder | $9,408 | $15,044-37.5% | $12,998-27.6% | $13,397-29.8% |