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 | $188,610 | $102,317+84.3% | $146,958+28.3% | $80,856+133.3% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 15.57% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,809 | $3,713+56.5% | $4,933+17.8% | $2,755+110.9% |
| Participant deferral / active EE | $10,294 | $6,644+55.0% | $8,070+27.6% | $4,296+139.6% |
| Admin fee / account holder | $692 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |