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 | $186,069 | $102,317+81.9% | $146,958+26.6% | $80,856+130.1% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 15.81% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $10,686 | $3,713+187.8% | $4,933+116.6% | $2,755+287.9% |
| Participant deferral / active EE | $4,475 | $6,644-32.6% | $8,070-44.5% | $4,296+4.2% |
| Admin fee / account holder | $27,152 | $7,941+241.9% | $12,998+108.9% | $6,918+292.5% |