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 | $206,761 | $102,317+102.1% | $146,958+40.7% | $80,856+155.7% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 17.84% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,043 | $3,713-45.0% | $4,933-58.6% | $2,755-25.8% |
| Participant deferral / active EE | $9,369 | $6,644+41.0% | $8,070+16.1% | $4,296+118.1% |
| Admin fee / account holder | $8,182 | $7,941+3.0% | $12,998-37.1% | $6,918+18.3% |