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 | $176,258 | $137,414+28.3% | $189,513-7.0% | $85,850+105.3% |
| Participation rate | 94.6% | 84.6%+10.0pp | 87.8%+6.8pp | 69.3%+25.3pp |
| Annual return | 16.52% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $8,173 | $4,344+88.1% | $6,162+32.7% | $2,565+218.6% |
| Participant deferral / active EE | $14,844 | $6,260+137.1% | $8,221+80.6% | $3,952+275.6% |
| Admin fee / account holder | $6,166 | $8,630-28.6% | $12,045-48.8% | $6,260-1.5% |