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 | $203,189 | $54,705+271.4% | $71,209+185.3% | $84,808+139.6% |
| Participation rate | 92.4% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.1pp |
| Annual return | 91.36% | 35.90%+55.5pp | 282.51%-191.1pp | 40.90%+50.5pp |
| Employer contribution / active EE | $8,416 | $2,158+290.0% | $2,721+209.3% | $2,631+219.9% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,222 | $4,863-54.3% | $5,349-58.5% | $7,344-69.7% |