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 | $218,258 | $159,901+36.5% | $146,958+48.5% | $145,922+49.6% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.30% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $14,160 | $5,286+167.9% | $4,933+187.1% | $4,660+203.9% |
| Participant deferral / active EE | $2,819 | $8,428-66.6% | $8,070-65.1% | $6,688-57.9% |
| Admin fee / account holder | $103,864 | $15,044+590.4% | $12,998+699.1% | $13,397+675.3% |