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 | $241,206 | $112,881+113.7% | $90,951+165.2% | $158,922+51.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 20.74% | 215.79%-195.1pp | 134.60%-113.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $6,772 | $2,893+134.1% | $2,122+219.2% | $4,761+42.2% |
| Participant deferral / active EE | $9,500 | $4,128+130.1% | $3,373+181.6% | $5,982+58.8% |
| Admin fee / account holder | $3,772 | $8,041-53.1% | $5,959-36.7% | $11,246-66.5% |