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 | $211,174 | $88,751+137.9% | $81,812+158.1% | $145,922+44.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 14.79% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,449 | $3,083+141.6% | $2,912+155.8% | $4,660+59.9% |
| Participant deferral / active EE | $12,433 | $4,643+167.8% | $4,319+187.9% | $6,688+85.9% |
| Admin fee / account holder | $16,569 | $8,415+96.9% | $7,386+124.3% | $13,397+23.7% |