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 | $160,388 | $137,414+16.7% | $189,513-15.4% | $85,850+86.8% |
| Participation rate | 97.0% | 84.6%+12.4pp | 87.8%+9.2pp | 69.3%+27.7pp |
| Annual return | 23.43% | 38.14%-14.7pp | 555.15%-531.7pp | 318.53%-295.1pp |
| Employer contribution / active EE | $5,191 | $4,344+19.5% | $6,162-15.8% | $2,565+102.4% |
| Participant deferral / active EE | $12,083 | $6,260+93.0% | $8,221+47.0% | $3,952+205.8% |
| Admin fee / account holder | $42,338 | $8,630+390.6% | $12,045+251.5% | $6,260+576.3% |