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 | $209,795 | $102,317+105.0% | $146,958+42.8% | $80,856+159.5% |
| Participation rate | 93.7% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 14.51% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,681 | $3,713+79.9% | $4,933+35.4% | $2,755+142.5% |
| Participant deferral / active EE | $10,309 | $6,644+55.2% | $8,070+27.7% | $4,296+140.0% |
| Admin fee / account holder | $6,572 | $7,941-17.2% | $12,998-49.4% | $6,918-5.0% |