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 | $210,264 | $77,145+172.6% | $108,410+94.0% | $85,850+144.9% |
| Participation rate | 98.5% | 74.7%+23.8pp | 80.1%+18.4pp | 69.3%+29.2pp |
| Annual return | 13.36% | 44.54%-31.2pp | 905.27%-891.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $332 | $2,379-86.0% | $3,558-90.7% | $2,565-87.0% |
| Participant deferral / active EE | $8,026 | $5,566+44.2% | $6,563+22.3% | $3,952+103.1% |
| Admin fee / account holder | $14,629 | $5,172+182.9% | $7,295+100.5% | $6,260+133.7% |