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 | $195,500 | $100,041+95.4% | $149,718+30.6% | $70,131+178.8% |
| Participation rate | 80.3% | 83.6%-3.3pp | 87.1%-6.8pp | 69.5%+10.7pp |
| Annual return | 21.19% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $9,125 | $3,662+149.2% | $5,445+67.6% | $2,342+289.5% |
| Participant deferral / active EE | $13,401 | $4,983+169.0% | $6,569+104.0% | $3,332+302.2% |
| Admin fee / account holder | $2,202 | $8,286-73.4% | $11,283-80.5% | $4,645-52.6% |