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 | $198,030 | $65,409+202.8% | $98,442+101.2% | $85,850+130.7% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.7pp | 69.3%+23.7pp |
| Annual return | 11.83% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $11,194 | $2,168+416.4% | $2,960+278.2% | $2,565+336.4% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,902 | $4,593+333.3% | $5,949+234.5% | $6,260+217.9% |