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 | $217,671 | $96,635+125.2% | $86,612+151.3% | $139,434+56.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.07% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $804 | $3,263-75.4% | $3,022-73.4% | $4,751-83.1% |
| Participant deferral / active EE | $13,500 | $4,836+179.2% | $4,438+204.2% | $6,710+101.2% |
| Admin fee / account holder | $2,007 | $6,408-68.7% | $5,614-64.2% | $11,403-82.4% |