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 | $192,522 | $102,317+88.2% | $146,958+31.0% | $80,856+138.1% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 26.58% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $5,566 | $3,713+49.9% | $4,933+12.8% | $2,755+102.0% |
| Participant deferral / active EE | $12,958 | $6,644+95.0% | $8,070+60.6% | $4,296+201.7% |
| Admin fee / account holder | $27,061 | $7,941+240.8% | $12,998+108.2% | $6,918+291.2% |