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 | $199,330 | $159,901+24.7% | $146,958+35.6% | $145,922+36.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 15.26% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,165 | $5,286-21.2% | $4,933-15.6% | $4,660-10.6% |
| Participant deferral / active EE | $11,882 | $8,428+41.0% | $8,070+47.2% | $6,688+77.7% |
| Admin fee / account holder | $7,049 | $15,044-53.1% | $12,998-45.8% | $13,397-47.4% |