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 | $196,185 | $111,724+75.6% | $93,606+109.6% | $145,922+34.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 11.68% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,561 | $3,090-17.1% | $2,420+5.8% | $4,660-45.0% |
| Participant deferral / active EE | $6,897 | $4,912+40.4% | $4,411+56.3% | $6,688+3.1% |
| Admin fee / account holder | $14,670 | $10,250+43.1% | $8,285+77.1% | $13,397+9.5% |