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 8-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 | $239,847 | $102,317+134.4% | $146,958+63.2% | $80,856+196.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $11,799 | $3,713+217.8% | $4,933+139.2% | $2,755+328.3% |
| Participant deferral / active EE | $7,945 | $6,644+19.6% | $8,070-1.6% | $4,296+84.9% |
| Admin fee / account holder | $5,600 | $7,941-29.5% | $12,998-56.9% | $6,918-19.1% |