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 | $184,621 | $53,127+247.5% | $86,590+113.2% | $70,131+163.3% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+25.0pp | 69.5%+29.0pp |
| Annual return | 120.19% | 27.66%+92.5pp | 964.84%-844.7pp | 73.14%+47.0pp |
| Employer contribution / active EE | $5,858 | $2,068+183.2% | $2,839+106.3% | $2,342+150.1% |
| Participant deferral / active EE | $2,200 | $2,696-18.4% | $3,609-39.0% | $3,332-34.0% |
| Admin fee / account holder | $6,376 | $3,585+77.8% | $4,906+30.0% | $4,645+37.3% |