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 8-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 | $244,071 | $70,756+244.9% | $65,493+272.7% | $142,382+71.4% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 15.40% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,194 | $2,881+219.2% | $2,574+257.2% | $4,299+113.9% |
| Participant deferral / active EE | $9,462 | $4,637+104.0% | $3,961+138.9% | $6,507+45.4% |
| Admin fee / account holder | $3,962 | $6,559-39.6% | $5,028-21.2% | $12,624-68.6% |