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 | $174,072 | $72,400+140.4% | $67,502+157.9% | $145,922+19.3% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 13.61% | 7182.46%-7168.9pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $11,001 | $3,069+258.4% | $2,731+302.8% | $4,660+136.1% |
| Participant deferral / active EE | $11,493 | $4,783+140.3% | $4,000+187.3% | $6,688+71.8% |
| Admin fee / account holder | $50,121 | $5,539+804.9% | $3,998+1153.8% | $13,397+274.1% |