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 | $217,450 | $83,902+159.2% | $167,512+29.8% | $84,808+156.4% |
| Participation rate | 79.5% | 66.5%+13.0pp | 77.1%+2.4pp | 68.3%+11.2pp |
| Annual return | 22.34% | 91.55%-69.2pp | 1615.79%-1593.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $3,931 | $2,264+73.7% | $3,882+1.3% | $2,631+49.4% |
| Participant deferral / active EE | $8,900 | $4,442+100.3% | $6,405+39.0% | $4,212+111.3% |
| Admin fee / account holder | $20,479 | $7,915+158.7% | $9,769+109.6% | $7,344+178.9% |