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 8-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 | $211,760 | $126,574+67.3% | $106,213+99.4% | $145,922+45.1% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 9.92% | 224.79%-214.9pp | 116.14%-106.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $11,164 | $3,730+199.3% | $3,171+252.0% | $4,660+139.6% |
| Participant deferral / active EE | $10,176 | $5,724+77.8% | $5,016+102.9% | $6,688+52.2% |
| Admin fee / account holder | $2,211 | $17,304-87.2% | $11,033-80.0% | $13,397-83.5% |