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 | $193,954 | $102,317+89.6% | $146,958+32.0% | $80,856+139.9% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 18.46% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $6,166 | $3,713+66.1% | $4,933+25.0% | $2,755+123.8% |
| Participant deferral / active EE | $15,671 | $6,644+135.9% | $8,070+94.2% | $4,296+264.8% |
| Admin fee / account holder | $17,407 | $7,941+119.2% | $12,998+33.9% | $6,918+151.6% |