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 | $215,083 | $86,286+149.3% | $111,297+93.3% | $85,850+150.5% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 11.93% | 19.99%-8.1pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $8,236 | $2,043+303.1% | $2,731+201.6% | $2,565+221.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,311 | $8,188+148.1% | $7,964+155.0% | $6,260+224.5% |