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 4-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 | $217,418 | $159,901+36.0% | $146,958+47.9% | $145,922+49.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,285 | $5,286-18.9% | $4,933-13.1% | $4,660-8.0% |
| Participant deferral / active EE | $12,878 | $8,428+52.8% | $8,070+59.6% | $6,688+92.6% |
| Admin fee / account holder | $185,051 | $15,044+1130.1% | $12,998+1323.7% | $13,397+1281.3% |