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 | $239,096 | $100,852+137.1% | $90,404+164.5% | $158,922+50.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 15.33% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,454 | $3,689+20.7% | $3,262+36.5% | $4,761-6.5% |
| Participant deferral / active EE | $7,506 | $4,348+72.6% | $3,963+89.4% | $5,982+25.5% |
| Admin fee / account holder | $25,029 | $6,501+285.0% | $5,611+346.1% | $11,246+122.6% |