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 | $211,427 | $114,047+85.4% | $96,139+119.9% | $167,490+26.2% |
| Participation rate | 94.1% | 75.1%+19.1pp | 68.4%+25.7pp | 82.1%+12.0pp |
| Annual return | 10.11% | 189.88%-179.8pp | 191.94%-181.8pp | 478.56%-468.4pp |
| Employer contribution / active EE | $4,918 | $3,427+43.5% | $2,797+75.8% | $4,837+1.7% |
| Participant deferral / active EE | $13,072 | $5,194+151.7% | $4,349+200.6% | $6,341+106.1% |
| Admin fee / account holder | $8,777 | $6,897+27.3% | $5,537+58.5% | $12,309-28.7% |