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 | $187,043 | $100,041+87.0% | $149,718+24.9% | $70,131+166.7% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 22.36% | 27.43%-5.1pp | 1501.63%-1479.3pp | 73.14%-50.8pp |
| Employer contribution / active EE | $23,796 | $3,662+549.9% | $5,445+337.0% | $2,342+915.9% |
| Participant deferral / active EE | $15,201 | $4,983+205.1% | $6,569+131.4% | $3,332+356.3% |
| Admin fee / account holder | $9,530 | $8,286+15.0% | $11,283-15.5% | $4,645+105.2% |