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 9-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 | $201,332 | $159,901+25.9% | $146,958+37.0% | $145,922+38.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.74% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,671 | $5,286-49.5% | $4,933-45.9% | $4,660-42.7% |
| Participant deferral / active EE | $13,835 | $8,428+64.2% | $8,070+71.4% | $6,688+106.9% |
| Admin fee / account holder | $58,291 | $15,044+287.5% | $12,998+348.5% | $13,397+335.1% |