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 | $180,625 | $105,181+71.7% | $159,436+13.3% | $85,850+110.4% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 18.77% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,010 | $3,318-69.5% | $4,829-79.1% | $2,565-60.6% |
| Participant deferral / active EE | $9,080 | $5,945+52.7% | $7,352+23.5% | $3,952+129.8% |
| Admin fee / account holder | $6,748 | $6,933-2.7% | $10,799-37.5% | $6,260+7.8% |