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 8-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 | $216,564 | $102,317+111.7% | $146,958+47.4% | $80,856+167.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 29.10% | 134.76%-105.7pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,308 | $6,644+175.6% | $8,070+126.9% | $4,296+326.2% |
| Admin fee / account holder | $6,367 | $7,941-19.8% | $12,998-51.0% | $6,918-8.0% |