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 | $181,587 | $105,181+72.6% | $159,436+13.9% | $85,850+111.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 14.50% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $16,817 | $3,318+406.8% | $4,829+248.2% | $2,565+555.6% |
| Participant deferral / active EE | $9,913 | $5,945+66.7% | $7,352+34.8% | $3,952+150.9% |
| Admin fee / account holder | $7,989 | $6,933+15.2% | $10,799-26.0% | $6,260+27.6% |