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 | $229,728 | $96,305+138.5% | $80,569+185.1% | $139,434+64.8% |
| Participation rate | 90.5% | 73.6%+16.8pp | 67.0%+23.5pp | 80.3%+10.2pp |
| Annual return | 22.64% | 1350.08%-1327.4pp | 935.43%-912.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,995 | $3,262+114.4% | $2,723+156.8% | $4,751+47.2% |
| Participant deferral / active EE | $9,907 | $5,232+89.4% | $4,447+122.8% | $6,710+47.6% |
| Admin fee / account holder | $10,339 | $6,599+56.7% | $5,377+92.3% | $11,403-9.3% |