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 | $228,806 | $102,317+123.6% | $146,958+55.7% | $80,856+183.0% |
| Participation rate | 98.4% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,929 | $3,713+86.6% | $4,933+40.5% | $2,755+151.5% |
| Participant deferral / active EE | $13,798 | $6,644+107.7% | $8,070+71.0% | $4,296+221.2% |
| Admin fee / account holder | $24,385 | $7,941+207.1% | $12,998+87.6% | $6,918+252.5% |