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 | $231,492 | $159,901+44.8% | $146,958+57.5% | $145,922+58.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 11.45% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,029 | $5,286-80.5% | $4,933-79.1% | $4,660-77.9% |
| Participant deferral / active EE | $9,781 | $8,428+16.0% | $8,070+21.2% | $6,688+46.2% |
| Admin fee / account holder | $41,881 | $15,044+178.4% | $12,998+222.2% | $13,397+212.6% |