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 | $198,049 | $100,041+98.0% | $149,718+32.3% | $70,131+182.4% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 19.49% | 27.43%-7.9pp | 1501.63%-1482.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,194 | $3,662+14.5% | $5,445-23.0% | $2,342+79.0% |
| Participant deferral / active EE | $7,605 | $4,983+52.6% | $6,569+15.8% | $3,332+128.3% |
| Admin fee / account holder | $26,944 | $8,286+225.2% | $11,283+138.8% | $4,645+480.0% |