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 | $198,381 | $83,902+136.4% | $167,512+18.4% | $84,808+133.9% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 16.13% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,476 | $2,264+141.9% | $3,882+41.1% | $2,631+108.1% |
| Participant deferral / active EE | $10,598 | $4,442+138.6% | $6,405+65.5% | $4,212+151.6% |
| Admin fee / account holder | $2,284 | $7,915-71.1% | $9,769-76.6% | $7,344-68.9% |