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 | $230,493 | $102,317+125.3% | $146,958+56.8% | $80,856+185.1% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 55.78% | 134.76%-79.0pp | 418.34%-362.6pp | 35.59%+20.2pp |
| Employer contribution / active EE | $4,163 | $3,713+12.1% | $4,933-15.6% | $2,755+51.1% |
| Participant deferral / active EE | $12,837 | $6,644+93.2% | $8,070+59.1% | $4,296+198.8% |
| Admin fee / account holder | $2,195 | $7,941-72.4% | $12,998-83.1% | $6,918-68.3% |