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 | $124,830 | $57,281+117.9% | $86,612+44.1% | $75,163+66.1% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 21.32% | 2670.75%-2649.4pp | 591.07%-569.7pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,857 | $2,314+23.4% | $3,022-5.5% | $2,670+7.0% |
| Participant deferral / active EE | $4,629 | $3,318+39.5% | $4,438+4.3% | $4,125+12.2% |
| Admin fee / account holder | $1,108 | $4,112-73.1% | $5,614-80.3% | $5,651-80.4% |