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 | $212,272 | $72,400+193.2% | $67,502+214.5% | $145,922+45.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 13.18% | 7182.46%-7169.3pp | 3512.12%-3498.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,831 | $3,069+90.0% | $2,731+113.5% | $4,660+25.1% |
| Participant deferral / active EE | $42,996 | $4,783+799.0% | $4,000+974.9% | $6,688+542.9% |
| Admin fee / account holder | $76,320 | $5,539+1277.9% | $3,998+1809.1% | $13,397+469.7% |