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 | $244,930 | $100,041+144.8% | $149,718+63.6% | $70,131+249.2% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 16.91% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $15,351 | $3,662+319.2% | $5,445+181.9% | $2,342+555.3% |
| Participant deferral / active EE | $11,531 | $4,983+131.4% | $6,569+75.5% | $3,332+246.1% |
| Admin fee / account holder | $10,648 | $8,286+28.5% | $11,283-5.6% | $4,645+129.2% |