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 | $231,590 | $102,317+126.3% | $146,958+57.6% | $80,856+186.4% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 16.84% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,477 | $3,713+20.6% | $4,933-9.2% | $2,755+62.5% |
| Participant deferral / active EE | $10,967 | $6,644+65.1% | $8,070+35.9% | $4,296+155.3% |
| Admin fee / account holder | $1,489 | $7,941-81.3% | $12,998-88.5% | $6,918-78.5% |