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 | $201,650 | $105,998+90.2% | $92,233+118.6% | $147,584+36.6% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 18.40% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,165 | $4,333-27.0% | $3,679-14.0% | $4,876-35.1% |
| Participant deferral / active EE | $6,477 | $4,478+44.6% | $3,897+66.2% | $5,439+19.1% |
| Admin fee / account holder | $1,391 | $6,332-78.0% | $5,194-73.2% | $10,885-87.2% |