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 | $243,678 | $74,888+225.4% | $71,209+242.2% | $142,382+71.1% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 14.09% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,761 | $4,454+186.5% | $4,175+205.6% | $6,507+96.1% |
| Admin fee / account holder | $23,080 | $5,568+314.5% | $5,349+331.5% | $12,624+82.8% |