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 | $241,046 | $58,208+314.1% | $81,812+194.6% | $80,856+198.1% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.5pp | 67.6%+17.2pp |
| Annual return | 13.83% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,016 | $2,340+114.4% | $2,912+72.3% | $2,755+82.1% |
| Participant deferral / active EE | $6,193 | $3,281+88.8% | $4,319+43.4% | $4,296+44.2% |
| Admin fee / account holder | $15,484 | $4,981+210.9% | $7,386+109.6% | $6,918+123.8% |