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 | $237,496 | $102,317+132.1% | $146,958+61.6% | $80,856+193.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 13.86% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,338 | $3,713-10.1% | $4,933-32.3% | $2,755+21.2% |
| Participant deferral / active EE | $10,650 | $6,644+60.3% | $8,070+32.0% | $4,296+147.9% |
| Admin fee / account holder | $19,220 | $7,941+142.0% | $12,998+47.9% | $6,918+177.8% |