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 | $220,416 | $56,114+292.8% | $96,139+129.3% | $85,850+156.7% |
| Participation rate | 78.4% | 56.7%+21.7pp | 68.4%+10.0pp | 69.3%+9.1pp |
| Annual return | 15.98% | 42.30%-26.3pp | 191.94%-176.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,457 | $1,620+51.7% | $2,797-12.1% | $2,565-4.2% |
| Participant deferral / active EE | $4,333 | $2,859+51.5% | $4,349-0.4% | $3,952+9.7% |
| Admin fee / account holder | $14,834 | $3,768+293.7% | $5,537+167.9% | $6,260+137.0% |