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 | $244,204 | $102,317+138.7% | $146,958+66.2% | $80,856+202.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,562 | $3,713+22.9% | $4,933-7.5% | $2,755+65.6% |
| Participant deferral / active EE | $4,019 | $6,644-39.5% | $8,070-50.2% | $4,296-6.5% |
| Admin fee / account holder | $52,093 | $7,941+556.0% | $12,998+300.8% | $6,918+653.0% |