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 | $236,690 | $102,317+131.3% | $146,958+61.1% | $80,856+192.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 13.20% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,110 | $3,713-16.2% | $4,933-37.0% | $2,755+12.9% |
| Participant deferral / active EE | $11,478 | $6,644+72.8% | $8,070+42.2% | $4,296+167.2% |
| Admin fee / account holder | $26,709 | $7,941+236.3% | $12,998+105.5% | $6,918+286.1% |