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 | $201,554 | $121,625+65.7% | $104,607+92.7% | $158,922+26.8% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 15.38% | 465.26%-449.9pp | 340.46%-325.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,164 | $3,163+126.5% | $2,681+167.3% | $4,761+50.5% |
| Participant deferral / active EE | $4,070 | $4,177-2.6% | $3,740+8.8% | $5,982-32.0% |
| Admin fee / account holder | $61,577 | $7,787+690.8% | $6,473+851.3% | $11,246+447.6% |