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 | $220,403 | $70,606+212.2% | $53,898+308.9% | $142,382+54.8% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 10.48% | 619.81%-609.3pp | 528.60%-518.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $796 | $1,202-33.8% | $932-14.6% | $4,299-81.5% |
| Participant deferral / active EE | $6,570 | $2,364+177.9% | $1,826+259.8% | $6,507+1.0% |
| Admin fee / account holder | $878 | $2,852-69.2% | $2,491-64.8% | $12,624-93.0% |