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 | $204,510 | $159,901+27.9% | $146,958+39.2% | $145,922+40.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,259 | $5,286-19.4% | $4,933-13.7% | $4,660-8.6% |
| Participant deferral / active EE | $10,049 | $8,428+19.2% | $8,070+24.5% | $6,688+50.3% |
| Admin fee / account holder | $2,908 | $15,044-80.7% | $12,998-77.6% | $13,397-78.3% |