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 | $249,977 | $102,317+144.3% | $146,958+70.1% | $80,856+209.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.80% | 134.76%-117.0pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $15,607 | $3,713+320.3% | $4,933+216.4% | $2,755+466.5% |
| Participant deferral / active EE | $13,522 | $6,644+103.5% | $8,070+67.6% | $4,296+214.8% |
| Admin fee / account holder | $142,176 | $7,941+1690.3% | $12,998+993.8% | $6,918+1955.2% |