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 | $215,628 | $102,317+110.7% | $146,958+46.7% | $80,856+166.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 29.76% | 134.76%-105.0pp | 418.34%-388.6pp | 35.59%-5.8pp |
| Employer contribution / active EE | $2,985 | $3,713-19.6% | $4,933-39.5% | $2,755+8.4% |
| Participant deferral / active EE | $9,469 | $6,644+42.5% | $8,070+17.3% | $4,296+120.4% |
| Admin fee / account holder | $16,053 | $7,941+102.1% | $12,998+23.5% | $6,918+132.0% |