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 | $230,290 | $101,317+127.3% | $146,958+56.7% | $74,495+209.1% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.27% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,139 | $3,810-43.9% | $4,933-56.6% | $2,623-18.4% |
| Participant deferral / active EE | $8,485 | $7,303+16.2% | $8,070+5.1% | $4,346+95.2% |
| Admin fee / account holder | $23,864 | $1,739+1272.4% | $12,998+83.6% | $1,942+1129.0% |