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 | $241,971 | $156,846+54.3% | $121,098+99.8% | $139,434+73.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.87% | 1474.56%-1455.7pp | 985.75%-966.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $17,162 | $5,536+210.0% | $4,164+312.2% | $4,751+261.3% |
| Participant deferral / active EE | $7,976 | $4,844+64.7% | $4,080+95.5% | $6,710+18.9% |
| Admin fee / account holder | $5,840 | $6,946-15.9% | $5,644+3.5% | $11,403-48.8% |