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 | $199,489 | $105,998+88.2% | $92,233+116.3% | $147,584+35.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.12% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,588 | $4,333-63.4% | $3,679-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $2,123 | $4,478-52.6% | $3,897-45.5% | $5,439-61.0% |
| Admin fee / account holder | $1,791 | $6,332-71.7% | $5,194-65.5% | $10,885-83.5% |