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 | $204,140 | $57,281+256.4% | $86,612+135.7% | $75,163+171.6% |
| Participation rate | 80.4% | 63.2%+17.2pp | 71.7%+8.7pp | 67.2%+13.2pp |
| Annual return | 15.43% | 2670.75%-2655.3pp | 591.07%-575.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,293 | $3,318+119.8% | $4,438+64.3% | $4,125+76.8% |
| Admin fee / account holder | $62,301 | $4,112+1415.2% | $5,614+1009.7% | $5,651+1002.5% |