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 5-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 | $206,042 | $89,753+129.6% | $107,525+91.6% | $84,808+143.0% |
| Participation rate | 88.8% | 68.1%+20.7pp | 75.1%+13.7pp | 68.3%+20.5pp |
| Annual return | 65.98% | 29.48%+36.5pp | 181.32%-115.3pp | 40.90%+25.1pp |
| Employer contribution / active EE | $10,122 | $3,113+225.1% | $3,754+169.7% | $2,631+284.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,860 | $7,222-46.6% | $8,919-56.7% | $7,344-47.4% |