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 | $228,240 | $109,817+107.8% | $98,442+131.9% | $167,490+36.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.87% | 1956.69%-1942.8pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $9,377 | $3,224+190.8% | $2,960+216.8% | $4,837+93.8% |
| Participant deferral / active EE | $10,361 | $4,673+121.7% | $4,276+142.3% | $6,341+63.4% |
| Admin fee / account holder | $1,262 | $6,753-81.3% | $5,949-78.8% | $12,309-89.8% |