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 9-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 | $192,021 | $55,415+246.5% | $155,509+23.5% | $74,495+157.8% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 17.91% | 268.50%-250.6pp | 64.67%-46.8pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $10,763 | $2,267+374.7% | $4,672+130.3% | $2,623+310.3% |
| Participant deferral / active EE | $6,091 | $2,836+114.8% | $5,626+8.3% | $4,346+40.2% |
| Admin fee / account holder | $1,058 | $1,738-39.1% | $15,912-93.3% | $1,942-45.5% |