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 4-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 | $183,871 | $96,305+90.9% | $80,569+128.2% | $139,434+31.9% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 18.23% | 1350.08%-1331.9pp | 935.43%-917.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,353 | $3,262-58.5% | $2,723-50.3% | $4,751-71.5% |
| Participant deferral / active EE | $10,197 | $5,232+94.9% | $4,447+129.3% | $6,710+52.0% |
| Admin fee / account holder | $19,654 | $6,599+197.8% | $5,377+265.5% | $11,403+72.4% |