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 | $245,415 | $58,208+321.6% | $81,812+200.0% | $80,856+203.5% |
| Participation rate | 89.7% | 63.4%+26.3pp | 72.3%+17.4pp | 67.6%+22.1pp |
| Annual return | 13.06% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $12,928 | $2,340+452.5% | $2,912+343.9% | $2,755+369.3% |
| Participant deferral / active EE | $8,525 | $3,281+159.8% | $4,319+97.4% | $4,296+98.5% |
| Admin fee / account holder | $6,320 | $4,981+26.9% | $7,386-14.4% | $6,918-8.6% |