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 | $215,648 | $159,901+34.9% | $146,958+46.7% | $145,922+47.8% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 17.92% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,558 | $5,286-32.7% | $4,933-27.9% | $4,660-23.6% |
| Participant deferral / active EE | $7,659 | $8,428-9.1% | $8,070-5.1% | $6,688+14.5% |
| Admin fee / account holder | $66,656 | $15,044+343.1% | $12,998+412.8% | $13,397+397.5% |