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 | $160,327 | $70,587+127.1% | $124,672+28.6% | $85,850+86.8% |
| Participation rate | 92.2% | 64.4%+27.7pp | 74.6%+17.5pp | 69.3%+22.8pp |
| Annual return | 14.88% | 20688.83%-20674.0pp | 5142.93%-5128.1pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,879 | $1,913+207.3% | $3,324+76.9% | $2,565+129.2% |
| Participant deferral / active EE | $7,726 | $2,969+160.3% | $4,614+67.4% | $3,952+95.5% |
| Admin fee / account holder | $12,592 | $5,282+138.4% | $7,493+68.1% | $6,260+101.2% |