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 | $196,155 | $105,998+85.1% | $92,233+112.7% | $147,584+32.9% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 17.37% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $7,393 | $4,333+70.6% | $3,679+100.9% | $4,876+51.6% |
| Participant deferral / active EE | $10,501 | $4,478+134.5% | $3,897+169.5% | $5,439+93.1% |
| Admin fee / account holder | $19,376 | $6,332+206.0% | $5,194+273.1% | $10,885+78.0% |