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 | $198,047 | $102,317+93.6% | $146,958+34.8% | $80,856+144.9% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 13.05% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $11,589 | $3,713+212.1% | $4,933+134.9% | $2,755+320.7% |
| Participant deferral / active EE | $9,371 | $6,644+41.0% | $8,070+16.1% | $4,296+118.1% |
| Admin fee / account holder | $1,710 | $7,941-78.5% | $12,998-86.8% | $6,918-75.3% |