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 | $172,424 | $49,173+250.7% | $121,098+42.4% | $75,163+129.4% |
| Participation rate | 93.1% | 55.4%+37.7pp | 69.5%+23.6pp | 67.2%+25.9pp |
| Annual return | 20.58% | 55.99%-35.4pp | 985.75%-965.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $9,207 | $1,546+495.7% | $4,164+121.1% | $2,670+244.9% |
| Participant deferral / active EE | $1,163 | $2,628-55.7% | $4,080-71.5% | $4,125-71.8% |
| Admin fee / account holder | $841 | $3,942-78.7% | $5,644-85.1% | $5,651-85.1% |