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 | $210,302 | $102,604+105.0% | $86,188+144.0% | $139,434+50.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 12.24% | 1922.51%-1910.3pp | 1168.45%-1156.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,652 | $3,032-12.6% | $2,380+11.4% | $4,751-44.2% |
| Participant deferral / active EE | $5,815 | $4,676+24.4% | $3,985+45.9% | $6,710-13.3% |
| Admin fee / account holder | $4,321 | $8,657-50.1% | $6,852-36.9% | $11,403-62.1% |