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 | $232,475 | $111,724+108.1% | $93,606+148.4% | $145,922+59.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.58% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $6,861 | $3,090+122.1% | $2,420+183.5% | $4,660+47.2% |
| Participant deferral / active EE | $5,432 | $4,912+10.6% | $4,411+23.1% | $6,688-18.8% |
| Admin fee / account holder | $569 | $10,250-94.4% | $8,285-93.1% | $13,397-95.7% |