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 | $237,088 | $83,902+182.6% | $167,512+41.5% | $84,808+179.6% |
| Participation rate | 78.6% | 66.5%+12.1pp | 77.1%+1.5pp | 68.3%+10.3pp |
| Annual return | 15.13% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,231 | $2,264-45.6% | $3,882-68.3% | $2,631-53.2% |
| Participant deferral / active EE | $6,098 | $4,442+37.3% | $6,405-4.8% | $4,212+44.8% |
| Admin fee / account holder | $9,944 | $7,915+25.6% | $9,769+1.8% | $7,344+35.4% |