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 | $201,439 | $102,317+96.9% | $146,958+37.1% | $80,856+149.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.56% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,329 | $3,713+70.4% | $4,933+28.3% | $2,755+129.7% |
| Participant deferral / active EE | $9,275 | $6,644+39.6% | $8,070+14.9% | $4,296+115.9% |
| Admin fee / account holder | $6,837 | $7,941-13.9% | $12,998-47.4% | $6,918-1.2% |