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 | $202,014 | $83,902+140.8% | $167,512+20.6% | $84,808+138.2% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 68.3%+28.6pp |
| Annual return | 18.00% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $7,668 | $2,264+238.7% | $3,882+97.5% | $2,631+191.4% |
| Participant deferral / active EE | $18,939 | $4,442+326.3% | $6,405+195.7% | $4,212+349.7% |
| Admin fee / account holder | $4,139 | $7,915-47.7% | $9,769-57.6% | $7,344-43.6% |