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 | $230,653 | $102,317+125.4% | $146,958+57.0% | $80,856+185.3% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $15,395 | $3,713+314.6% | $4,933+212.1% | $2,755+458.8% |
| Participant deferral / active EE | $14,378 | $6,644+116.4% | $8,070+78.2% | $4,296+234.7% |
| Admin fee / account holder | $5,348 | $7,941-32.7% | $12,998-58.9% | $6,918-22.7% |