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 | $192,338 | $102,317+88.0% | $146,958+30.9% | $80,856+137.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,206 | $3,713+13.3% | $4,933-14.7% | $2,755+52.7% |
| Participant deferral / active EE | $7,534 | $6,644+13.4% | $8,070-6.6% | $4,296+75.4% |
| Admin fee / account holder | $2,286 | $7,941-71.2% | $12,998-82.4% | $6,918-67.0% |