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 | $231,120 | $105,181+119.7% | $159,436+45.0% | $85,850+169.2% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 15.40% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,857 | $3,318-44.1% | $4,829-61.6% | $2,565-27.6% |
| Participant deferral / active EE | $9,628 | $5,945+62.0% | $7,352+31.0% | $3,952+143.6% |
| Admin fee / account holder | $28,602 | $6,933+312.5% | $10,799+164.9% | $6,260+356.9% |