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 | $227,601 | $137,414+65.6% | $189,513+20.1% | $85,850+165.1% |
| Participation rate | 95.7% | 84.6%+11.1pp | 87.8%+7.9pp | 69.3%+26.4pp |
| Annual return | 22.21% | 38.14%-15.9pp | 555.15%-532.9pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,854 | $4,344-57.3% | $6,162-69.9% | $2,565-27.7% |
| Participant deferral / active EE | $15,551 | $6,260+148.4% | $8,221+89.2% | $3,952+293.5% |
| Admin fee / account holder | $28,686 | $8,630+232.4% | $12,045+138.2% | $6,260+358.3% |