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 | $230,889 | $102,317+125.7% | $146,958+57.1% | $80,856+185.6% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $9,620 | $3,713+159.1% | $4,933+95.0% | $2,755+249.2% |
| Participant deferral / active EE | $11,751 | $6,644+76.9% | $8,070+45.6% | $4,296+173.5% |
| Admin fee / account holder | $7,644 | $7,941-3.7% | $12,998-41.2% | $6,918+10.5% |