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 | $231,866 | $102,317+126.6% | $146,958+57.8% | $80,856+186.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.07% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,231 | $3,713-13.0% | $4,933-34.5% | $2,755+17.3% |
| Participant deferral / active EE | $7,572 | $6,644+14.0% | $8,070-6.2% | $4,296+76.3% |
| Admin fee / account holder | $5,770 | $7,941-27.3% | $12,998-55.6% | $6,918-16.6% |