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 | $216,509 | $112,096+93.1% | $95,952+125.6% | $158,922+36.2% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 16.26% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,603 | $3,198-18.6% | $2,541+2.5% | $4,761-45.3% |
| Participant deferral / active EE | $8,015 | $4,784+67.5% | $4,167+92.3% | $5,982+34.0% |
| Admin fee / account holder | $9,121 | $10,130-10.0% | $6,795+34.2% | $11,246-18.9% |