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 | $227,983 | $96,635+135.9% | $86,612+163.2% | $139,434+63.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 17.88% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,557 | $3,263+100.9% | $3,022+116.9% | $4,751+38.0% |
| Participant deferral / active EE | $3,551 | $4,836-26.6% | $4,438-20.0% | $6,710-47.1% |
| Admin fee / account holder | $1,347 | $6,408-79.0% | $5,614-76.0% | $11,403-88.2% |