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 | $225,234 | $109,817+105.1% | $98,442+128.8% | $167,490+34.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.17% | 1956.69%-1945.5pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $8,260 | $3,224+156.2% | $2,960+179.1% | $4,837+70.7% |
| Participant deferral / active EE | $5,934 | $4,673+27.0% | $4,276+38.8% | $6,341-6.4% |
| Admin fee / account holder | $6,170 | $6,753-8.6% | $5,949+3.7% | $12,309-49.9% |