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 | $217,440 | $159,901+36.0% | $146,958+48.0% | $145,922+49.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.20% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,983 | $5,286-62.5% | $4,933-59.8% | $4,660-57.4% |
| Participant deferral / active EE | $4,315 | $8,428-48.8% | $8,070-46.5% | $6,688-35.5% |
| Admin fee / account holder | $888 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |