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 | $232,264 | $83,902+176.8% | $167,512+38.7% | $84,808+173.9% |
| Participation rate | 96.6% | 66.5%+30.1pp | 77.1%+19.5pp | 68.3%+28.2pp |
| Annual return | 15.63% | 91.55%-75.9pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,757 | $2,264+21.8% | $3,882-29.0% | $2,631+4.8% |
| Participant deferral / active EE | $11,760 | $4,442+164.7% | $6,405+83.6% | $4,212+179.2% |
| Admin fee / account holder | $6,850 | $7,915-13.5% | $9,769-29.9% | $7,344-6.7% |