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 | $234,614 | $83,902+179.6% | $167,512+40.1% | $84,808+176.6% |
| Participation rate | 86.1% | 66.5%+19.6pp | 77.1%+9.1pp | 68.3%+17.8pp |
| Annual return | 13.75% | 91.55%-77.8pp | 1615.79%-1602.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,398 | $2,264-38.2% | $3,882-64.0% | $2,631-46.9% |
| Participant deferral / active EE | $10,003 | $4,442+125.2% | $6,405+56.2% | $4,212+137.5% |
| Admin fee / account holder | $5,287 | $7,915-33.2% | $9,769-45.9% | $7,344-28.0% |