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 | $237,336 | $110,809+114.2% | $86,874+173.2% | $167,490+41.7% |
| Participation rate | 94.4% | 75.8%+18.7pp | 71.6%+22.8pp | 82.1%+12.3pp |
| Annual return | 9.48% | 116.98%-107.5pp | 63.52%-54.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,771 | $3,244-14.6% | $2,495+11.0% | $4,837-42.7% |
| Participant deferral / active EE | $11,620 | $4,546+155.6% | $3,699+214.1% | $6,341+83.2% |
| Admin fee / account holder | $17,774 | $8,415+111.2% | $5,828+205.0% | $12,309+44.4% |