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 | $201,170 | $27,915+620.6% | $58,482+244.0% | $75,163+167.6% |
| Participation rate | 86.5% | 38.8%+47.7pp | 50.9%+35.6pp | 67.2%+19.3pp |
| Annual return | 15.06% | 44.20%-29.1pp | 4239.32%-4224.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,823 | $669+172.5% | $1,053+73.1% | $2,670-31.7% |
| Participant deferral / active EE | $3,300 | $1,201+174.7% | $1,924+71.5% | $4,125-20.0% |
| Admin fee / account holder | $82,399 | $1,726+4675.0% | $2,516+3175.0% | $5,651+1358.1% |