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 | $143,217 | $58,208+146.0% | $81,812+75.1% | $80,856+77.1% |
| Participation rate | 89.7% | 63.4%+26.3pp | 72.3%+17.4pp | 67.6%+22.1pp |
| Annual return | 17.25% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $9,085 | $2,340+288.3% | $2,912+212.0% | $2,755+229.8% |
| Participant deferral / active EE | $9,740 | $3,281+196.9% | $4,319+125.5% | $4,296+126.7% |
| Admin fee / account holder | $20,071 | $4,981+302.9% | $7,386+171.7% | $6,918+190.1% |