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 | $233,101 | $52,953+340.2% | $172,739+34.9% | $65,185+257.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 82.6%-2.6pp | 70.2%+9.8pp |
| Annual return | 23.96% | 30.12%-6.2pp | 802.84%-778.9pp | 29.38%-5.4pp |
| Employer contribution / active EE | $13,712 | $2,190+526.2% | $5,143+166.6% | $2,177+530.0% |
| Participant deferral / active EE | $6,930 | $2,471+180.5% | $5,198+33.3% | $3,514+97.2% |
| Admin fee / account holder | $29,608 | $472+6174.0% | $13,954+112.2% | $847+3395.2% |