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 | $217,390 | $102,317+112.5% | $146,958+47.9% | $80,856+168.9% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 22.53% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.1pp |
| Employer contribution / active EE | $4,046 | $3,713+9.0% | $4,933-18.0% | $2,755+46.9% |
| Participant deferral / active EE | $9,889 | $6,644+48.9% | $8,070+22.5% | $4,296+130.2% |
| Admin fee / account holder | $6,481 | $7,941-18.4% | $12,998-50.1% | $6,918-6.3% |