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 | $200,573 | $101,317+98.0% | $146,958+36.5% | $74,495+169.2% |
| Participation rate | 87.0% | 75.5%+11.5pp | 82.2%+4.8pp | 67.2%+19.8pp |
| Annual return | 15.76% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $6,512 | $3,810+70.9% | $4,933+32.0% | $2,623+148.3% |
| Participant deferral / active EE | $10,561 | $7,303+44.6% | $8,070+30.9% | $4,346+143.0% |
| Admin fee / account holder | $24,138 | $1,739+1288.1% | $12,998+85.7% | $1,942+1143.1% |