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 | $167,230 | $83,902+99.3% | $167,512-0.2% | $84,808+97.2% |
| Participation rate | 86.7% | 66.5%+20.2pp | 77.1%+9.6pp | 68.3%+18.4pp |
| Annual return | 18.21% | 91.55%-73.3pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,784 | $2,264+111.3% | $3,882+23.3% | $2,631+81.8% |
| Participant deferral / active EE | $6,537 | $4,442+47.1% | $6,405+2.1% | $4,212+55.2% |
| Admin fee / account holder | $11,785 | $7,915+48.9% | $9,769+20.6% | $7,344+60.5% |