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 | $215,371 | $109,327+97.0% | $89,391+140.9% | $158,922+35.5% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 32.27% | 345.68%-313.4pp | 245.62%-213.3pp | 302.83%-270.6pp |
| Employer contribution / active EE | $334 | $3,170-89.5% | $2,586-87.1% | $4,761-93.0% |
| Participant deferral / active EE | $1,021 | $4,598-77.8% | $3,890-73.7% | $5,982-82.9% |
| Admin fee / account holder | $7,854 | $6,153+27.6% | $4,881+60.9% | $11,246-30.2% |