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 | $223,193 | $102,317+118.1% | $146,958+51.9% | $80,856+176.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.41% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,276 | $3,713+42.1% | $4,933+7.0% | $2,755+91.5% |
| Participant deferral / active EE | $16,431 | $6,644+147.3% | $8,070+103.6% | $4,296+282.5% |
| Admin fee / account holder | $18,983 | $7,941+139.0% | $12,998+46.0% | $6,918+174.4% |