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 | $159,211 | $102,317+55.6% | $146,958+8.3% | $80,856+96.9% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,702 | $3,713+53.6% | $4,933+15.6% | $2,755+107.0% |
| Participant deferral / active EE | $8,448 | $6,644+27.2% | $8,070+4.7% | $4,296+96.6% |
| Admin fee / account holder | $11,280 | $7,941+42.0% | $12,998-13.2% | $6,918+63.0% |