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 | $196,024 | $102,317+91.6% | $146,958+33.4% | $80,856+142.4% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 19.87% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $8,939 | $3,713+140.7% | $4,933+81.2% | $2,755+224.5% |
| Participant deferral / active EE | $9,604 | $6,644+44.6% | $8,070+19.0% | $4,296+123.6% |
| Admin fee / account holder | $7,105 | $7,941-10.5% | $12,998-45.3% | $6,918+2.7% |