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 | $191,151 | $88,751+115.4% | $81,812+133.6% | $145,922+31.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 13.78% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,645 | $3,083+115.5% | $2,912+128.2% | $4,660+42.6% |
| Participant deferral / active EE | $4,747 | $4,643+2.2% | $4,319+9.9% | $6,688-29.0% |
| Admin fee / account holder | $31,733 | $8,415+277.1% | $7,386+329.6% | $13,397+136.9% |