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 | $184,617 | $49,173+275.4% | $121,098+52.5% | $75,163+145.6% |
| Participation rate | 85.7% | 55.4%+30.3pp | 69.5%+16.2pp | 67.2%+18.5pp |
| Annual return | 25.60% | 55.99%-30.4pp | 985.75%-960.2pp | 160.62%-135.0pp |
| Employer contribution / active EE | $4,545 | $1,546+194.1% | $4,164+9.2% | $2,670+70.2% |
| Participant deferral / active EE | $8,772 | $2,628+233.8% | $4,080+115.0% | $4,125+112.6% |
| Admin fee / account holder | $11,717 | $3,942+197.3% | $5,644+107.6% | $5,651+107.4% |