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 | $123,197 | $49,173+150.5% | $121,098+1.7% | $75,163+63.9% |
| Participation rate | 92.9% | 55.4%+37.5pp | 69.5%+23.4pp | 67.2%+25.7pp |
| Annual return | 15.95% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,804 | $1,546+146.1% | $4,164-8.6% | $2,670+42.5% |
| Participant deferral / active EE | $8,283 | $2,628+215.2% | $4,080+103.0% | $4,125+100.8% |
| Admin fee / account holder | $11,932 | $3,942+202.7% | $5,644+111.4% | $5,651+111.2% |