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 | $193,739 | $158,398+22.3% | $126,539+53.1% | $142,382+36.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 15.73% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,282 | $4,650+35.1% | $3,674+71.0% | $4,299+46.1% |
| Participant deferral / active EE | $6,185 | $4,767+29.8% | $4,083+51.5% | $6,507-4.9% |
| Admin fee / account holder | $6,602 | $6,918-4.6% | $6,065+8.9% | $12,624-47.7% |