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 | $239,671 | $150,440+59.3% | $136,294+75.8% | $147,584+62.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 19.36% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,527 | $6,630-16.6% | $6,247-11.5% | $5,439+1.6% |
| Admin fee / account holder | $4,588 | $10,905-57.9% | $9,243-50.4% | $10,885-57.8% |