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 | $233,399 | $52,279+346.4% | $89,391+161.1% | $79,858+192.3% |
| Participation rate | 80.7% | 57.5%+23.2pp | 68.0%+12.7pp | 69.6%+11.1pp |
| Annual return | 13.29% | 22.16%-8.9pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,555 | $1,572-1.0% | $2,586-39.8% | $2,471-37.1% |
| Participant deferral / active EE | $3,796 | $2,740+38.5% | $3,890-2.4% | $3,740+1.5% |
| Admin fee / account holder | $13,244 | $3,356+294.6% | $4,881+171.3% | $5,306+149.6% |