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 | $168,523 | $102,317+64.7% | $146,958+14.7% | $80,856+108.4% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 13.81% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $9,637 | $3,713+159.6% | $4,933+95.4% | $2,755+249.8% |
| Participant deferral / active EE | $8,642 | $6,644+30.1% | $8,070+7.1% | $4,296+101.2% |
| Admin fee / account holder | $31,386 | $7,941+295.2% | $12,998+141.5% | $6,918+353.7% |