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 | $225,192 | $102,604+119.5% | $86,188+161.3% | $139,434+61.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 17.23% | 1922.51%-1905.3pp | 1168.45%-1151.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $12,352 | $3,032+307.3% | $2,380+419.0% | $4,751+160.0% |
| Participant deferral / active EE | $8,344 | $4,676+78.5% | $3,985+109.4% | $6,710+24.4% |
| Admin fee / account holder | $10,338 | $8,657+19.4% | $6,852+50.9% | $11,403-9.3% |