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 | $241,368 | $102,317+135.9% | $146,958+64.2% | $80,856+198.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 15.49% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,121 | $3,713+11.0% | $4,933-16.5% | $2,755+49.6% |
| Participant deferral / active EE | $11,583 | $6,644+74.4% | $8,070+43.5% | $4,296+169.6% |
| Admin fee / account holder | $2,798 | $7,941-64.8% | $12,998-78.5% | $6,918-59.5% |