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 | $205,308 | $138,065+48.7% | $123,544+66.2% | $135,375+51.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 77.14% | 153.68%-76.5pp | 119.20%-42.1pp | 519.73%-442.6pp |
| Employer contribution / active EE | $4,227 | $5,151-17.9% | $4,628-8.7% | $4,779-11.5% |
| Participant deferral / active EE | $6,871 | $6,799+1.1% | $6,426+6.9% | $5,609+22.5% |
| Admin fee / account holder | $2,578 | $10,916-76.4% | $9,284-72.2% | $10,827-76.2% |