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 | $209,131 | $114,047+83.4% | $96,139+117.5% | $167,490+24.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 12.37% | 189.88%-177.5pp | 191.94%-179.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,177 | $3,427+21.9% | $2,797+49.3% | $4,837-13.7% |
| Participant deferral / active EE | $9,029 | $5,194+73.8% | $4,349+107.6% | $6,341+42.4% |
| Admin fee / account holder | $2,886 | $6,897-58.2% | $5,537-47.9% | $12,309-76.6% |