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 | $240,799 | $102,317+135.3% | $146,958+63.9% | $80,856+197.8% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $963 | $3,713-74.1% | $4,933-80.5% | $2,755-65.0% |
| Participant deferral / active EE | $11,213 | $6,644+68.8% | $8,070+38.9% | $4,296+161.0% |
| Admin fee / account holder | $8,810 | $7,941+10.9% | $12,998-32.2% | $6,918+27.3% |