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 | $176,385 | $137,414+28.4% | $189,513-6.9% | $85,850+105.5% |
| Participation rate | 86.1% | 84.6%+1.5pp | 87.8%-1.7pp | 69.3%+16.8pp |
| Annual return | 18.13% | 38.14%-20.0pp | 555.15%-537.0pp | 318.53%-300.4pp |
| Employer contribution / active EE | $5,461 | $4,344+25.7% | $6,162-11.4% | $2,565+112.9% |
| Participant deferral / active EE | $11,878 | $6,260+89.8% | $8,221+44.5% | $3,952+200.6% |
| Admin fee / account holder | $12,402 | $8,630+43.7% | $12,045+3.0% | $6,260+98.1% |