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 | $228,529 | $158,398+44.3% | $126,539+80.6% | $142,382+60.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 13.42% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,500 | $4,650-46.2% | $3,674-32.0% | $4,299-41.8% |
| Participant deferral / active EE | $4,474 | $4,767-6.1% | $4,083+9.6% | $6,507-31.2% |
| Admin fee / account holder | $29,935 | $6,918+332.7% | $6,065+393.6% | $12,624+137.1% |