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 3-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 | $212,493 | $83,902+153.3% | $167,512+26.9% | $84,808+150.6% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 17.22% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $7,793 | $2,264+244.2% | $3,882+100.8% | $2,631+196.2% |
| Participant deferral / active EE | $14,240 | $4,442+220.5% | $6,405+122.3% | $4,212+238.1% |
| Admin fee / account holder | $21,569 | $7,915+172.5% | $9,769+120.8% | $7,344+193.7% |