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 | $196,556 | $158,398+24.1% | $126,539+55.3% | $142,382+38.0% |
| Participation rate | 79.2% | 75.8%+3.4pp | 69.8%+9.3pp | 80.1%-1.0pp |
| Annual return | 13.52% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,543 | $4,650-66.8% | $3,674-58.0% | $4,299-64.1% |
| Participant deferral / active EE | $7,561 | $4,767+58.6% | $4,083+85.2% | $6,507+16.2% |
| Admin fee / account holder | $5,793 | $6,918-16.3% | $6,065-4.5% | $12,624-54.1% |