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 | $233,864 | $108,919+114.7% | $100,391+133.0% | $145,922+60.3% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 11.92% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $10,006 | $4,419+126.4% | $3,942+153.9% | $4,660+114.7% |
| Participant deferral / active EE | $27,990 | $8,445+231.4% | $8,082+246.3% | $6,688+318.5% |
| Admin fee / account holder | $92,099 | $9,689+850.6% | $7,899+1065.9% | $13,397+587.5% |