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 | $178,475 | $114,047+56.5% | $96,139+85.6% | $167,490+6.6% |
| Participation rate | 86.7% | 75.1%+11.6pp | 68.4%+18.2pp | 82.1%+4.6pp |
| Annual return | 36.17% | 189.88%-153.7pp | 191.94%-155.8pp | 478.56%-442.4pp |
| Employer contribution / active EE | $2,526 | $3,427-26.3% | $2,797-9.7% | $4,837-47.8% |
| Participant deferral / active EE | $6,413 | $5,194+23.5% | $4,349+47.5% | $6,341+1.1% |
| Admin fee / account holder | $18,026 | $6,897+161.4% | $5,537+225.6% | $12,309+46.4% |