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 | $181,481 | $209,832-13.5% | $189,513-4.2% | $167,490+8.4% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 22.39% | 748.27%-725.9pp | 555.15%-532.8pp | 478.56%-456.2pp |
| Employer contribution / active EE | $22,174 | $6,914+220.7% | $6,162+259.9% | $4,837+358.4% |
| Participant deferral / active EE | $15,514 | $8,935+73.6% | $8,221+88.7% | $6,341+144.6% |
| Admin fee / account holder | $30,991 | $14,293+116.8% | $12,045+157.3% | $12,309+151.8% |