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 | $203,020 | $30,400+567.8% | $53,898+276.7% | $84,808+139.4% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 17.36% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,278 | $603+609.8% | $932+359.0% | $2,631+62.6% |
| Participant deferral / active EE | $6,380 | $1,199+432.3% | $1,826+249.3% | $4,212+51.5% |
| Admin fee / account holder | $1,563 | $1,993-21.6% | $2,491-37.2% | $7,344-78.7% |