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 | $210,377 | $102,317+105.6% | $146,958+43.2% | $80,856+160.2% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,713 | $3,7130% | $4,933-24.7% | $2,755+34.8% |
| Participant deferral / active EE | $7,578 | $6,644+14.1% | $8,070-6.1% | $4,296+76.4% |
| Admin fee / account holder | $63,384 | $7,941+698.2% | $12,998+387.6% | $6,918+816.2% |