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 | $246,783 | $102,317+141.2% | $146,958+67.9% | $80,856+205.2% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 18.63% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,069 | $3,713+36.5% | $4,933+2.8% | $2,755+84.0% |
| Participant deferral / active EE | $12,985 | $6,644+95.4% | $8,070+60.9% | $4,296+202.3% |
| Admin fee / account holder | $1,960 | $7,941-75.3% | $12,998-84.9% | $6,918-71.7% |