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 | $231,627 | $156,846+47.7% | $121,098+91.3% | $139,434+66.1% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.5%+22.2pp | 80.3%+11.3pp |
| Annual return | 15.53% | 1474.56%-1459.0pp | 985.75%-970.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,709 | $5,536-14.9% | $4,164+13.1% | $4,751-0.9% |
| Participant deferral / active EE | $5,784 | $4,844+19.4% | $4,080+41.8% | $6,710-13.8% |
| Admin fee / account holder | $7,079 | $6,946+1.9% | $5,644+25.4% | $11,403-37.9% |