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 | $215,676 | $102,317+110.8% | $146,958+46.8% | $80,856+166.7% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.57% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,919 | $3,713-21.4% | $4,933-40.8% | $2,755+6.0% |
| Participant deferral / active EE | $6,214 | $6,644-6.5% | $8,070-23.0% | $4,296+44.6% |
| Admin fee / account holder | $15,888 | $7,941+100.1% | $12,998+22.2% | $6,918+129.7% |