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 | $245,406 | $100,852+143.3% | $90,404+171.5% | $158,922+54.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 12.96% | 1724.20%-1711.2pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $9,350 | $3,689+153.5% | $3,262+186.6% | $4,761+96.4% |
| Participant deferral / active EE | $7,084 | $4,348+62.9% | $3,963+78.7% | $5,982+18.4% |
| Admin fee / account holder | $11,230 | $6,501+72.7% | $5,611+100.1% | $11,246-0.1% |