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 | $195,101 | $58,208+235.2% | $81,812+138.5% | $80,856+141.3% |
| Participation rate | 83.8% | 63.4%+20.4pp | 72.3%+11.4pp | 67.6%+16.1pp |
| Annual return | 22.38% | 41.66%-19.3pp | 773.79%-751.4pp | 35.59%-13.2pp |
| Employer contribution / active EE | $3,344 | $2,340+42.9% | $2,912+14.8% | $2,755+21.4% |
| Participant deferral / active EE | $8,418 | $3,281+156.6% | $4,319+94.9% | $4,296+96.0% |
| Admin fee / account holder | $1,608 | $4,981-67.7% | $7,386-78.2% | $6,918-76.8% |