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 | $218,771 | $70,756+209.2% | $65,493+234.0% | $142,382+53.7% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 20.47% | 1754.89%-1734.4pp | 982.45%-962.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,199 | $2,881+45.8% | $2,574+63.1% | $4,299-2.3% |
| Participant deferral / active EE | $11,328 | $4,637+144.3% | $3,961+186.0% | $6,507+74.1% |
| Admin fee / account holder | $1,855 | $6,559-71.7% | $5,028-63.1% | $12,624-85.3% |