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 9-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 | $242,278 | $127,777+89.6% | $106,548+127.4% | $167,490+44.7% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 18.21% | 33.87%-15.7pp | 26.80%-8.6pp | 478.56%-460.3pp |
| Employer contribution / active EE | $7,382 | $3,427+115.4% | $2,819+161.9% | $4,837+52.6% |
| Participant deferral / active EE | $4,993 | $5,087-1.9% | $4,398+13.5% | $6,341-21.3% |
| Admin fee / account holder | $60,504 | $11,228+438.9% | $7,407+716.8% | $12,309+391.5% |