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 | $202,335 | $102,317+97.8% | $146,958+37.7% | $80,856+150.2% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 12.75% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,775 | $3,713+28.6% | $4,933-3.2% | $2,755+73.3% |
| Participant deferral / active EE | $11,865 | $6,644+78.6% | $8,070+47.0% | $4,296+176.2% |
| Admin fee / account holder | $11,600 | $7,941+46.1% | $12,998-10.8% | $6,918+67.7% |