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 | $196,514 | $54,701+259.3% | $86,188+128.0% | $71,457+175.0% |
| Participation rate | 93.9% | 60.1%+33.8pp | 69.0%+25.0pp | 67.9%+26.0pp |
| Annual return | 19.31% | 20.06%-0.8pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $8,393 | $1,265+563.4% | $2,380+252.6% | $2,588+224.4% |
| Participant deferral / active EE | $7,553 | $3,108+143.0% | $3,985+89.5% | $4,289+76.1% |
| Admin fee / account holder | $4,274 | $1,922+122.4% | $6,852-37.6% | $1,587+169.2% |