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 | $208,371 | $111,724+86.5% | $93,606+122.6% | $145,922+42.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.17% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,775 | $3,090-10.2% | $2,420+14.7% | $4,660-40.4% |
| Participant deferral / active EE | $9,082 | $4,912+84.9% | $4,411+105.9% | $6,688+35.8% |
| Admin fee / account holder | $23,951 | $10,250+133.7% | $8,285+189.1% | $13,397+78.8% |