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 | $237,382 | $65,561+262.1% | $86,188+175.4% | $75,163+215.8% |
| Participation rate | 80.3% | 60.5%+19.8pp | 69.0%+11.4pp | 67.2%+13.1pp |
| Annual return | 20.08% | 46.05%-26.0pp | 1168.45%-1148.4pp | 160.62%-140.5pp |
| Employer contribution / active EE | $11,505 | $1,553+641.0% | $2,380+383.4% | $2,670+330.9% |
| Participant deferral / active EE | $3,850 | $3,024+27.3% | $3,985-3.4% | $4,125-6.7% |
| Admin fee / account holder | $3,994 | $5,474-27.0% | $6,852-41.7% | $5,651-29.3% |