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 | $193,678 | $122,239+58.4% | $184,203+5.1% | $74,495+160.0% |
| Participation rate | 96.2% | 85.5%+10.8pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 57.14% | 19.95%+37.2pp | 28.81%+28.3pp | 1364.94%-1307.8pp |
| Employer contribution / active EE | $5,676 | $4,537+25.1% | $6,427-11.7% | $2,623+116.4% |
| Participant deferral / active EE | $12,866 | $7,139+80.2% | $9,131+40.9% | $4,346+196.1% |
| Admin fee / account holder | $2,996 | $1,260+137.8% | $13,901-78.4% | $1,942+54.3% |