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 | $191,211 | $95,416+100.4% | $185,823+2.9% | $85,850+122.7% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 23.52% | 23.59%-0.1pp | 122.05%-98.5pp | 318.53%-295.0pp |
| Employer contribution / active EE | $5,300 | $3,314+59.9% | $5,167+2.6% | $2,565+106.6% |
| Participant deferral / active EE | $7,866 | $3,423+129.8% | $5,568+41.3% | $3,952+99.0% |
| Admin fee / account holder | $3,519 | $7,213-51.2% | $16,237-78.3% | $6,260-43.8% |