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 | $208,482 | $81,248+156.6% | $155,509+34.1% | $80,856+157.8% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 498.31% | 33.31%+465.0pp | 64.67%+433.6pp | 35.59%+462.7pp |
| Employer contribution / active EE | $15,988 | $3,100+415.7% | $4,672+242.2% | $2,755+480.4% |
| Participant deferral / active EE | $13,097 | $3,452+279.4% | $5,626+132.8% | $4,296+204.9% |
| Admin fee / account holder | $7,053 | $7,997-11.8% | $15,912-55.7% | $6,918+1.9% |