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 | $217,462 | $102,317+112.5% | $146,958+48.0% | $80,856+168.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.69% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $7,351 | $3,713+98.0% | $4,933+49.0% | $2,755+166.8% |
| Participant deferral / active EE | $9,339 | $6,644+40.6% | $8,070+15.7% | $4,296+117.4% |
| Admin fee / account holder | $1,829 | $7,941-77.0% | $12,998-85.9% | $6,918-73.6% |