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 | $206,924 | $159,901+29.4% | $146,958+40.8% | $145,922+41.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,637 | $5,286-50.1% | $4,933-46.5% | $4,660-43.4% |
| Participant deferral / active EE | $8,599 | $8,428+2.0% | $8,070+6.6% | $6,688+28.6% |
| Admin fee / account holder | $4,450 | $15,044-70.4% | $12,998-65.8% | $13,397-66.8% |