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 | $237,219 | $58,208+307.5% | $81,812+190.0% | $80,856+193.4% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 14.54% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,068 | $2,340+116.6% | $2,912+74.0% | $2,755+84.0% |
| Participant deferral / active EE | $10,219 | $3,281+211.5% | $4,319+136.6% | $4,296+137.9% |
| Admin fee / account holder | $2,987 | $4,981-40.0% | $7,386-59.6% | $6,918-56.8% |