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 | $177,416 | $105,181+68.7% | $159,436+11.3% | $85,850+106.7% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 16.85% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $927 | $3,318-72.1% | $4,829-80.8% | $2,565-63.9% |
| Participant deferral / active EE | $9,432 | $5,945+58.7% | $7,352+28.3% | $3,952+138.7% |
| Admin fee / account holder | $15,715 | $6,933+126.7% | $10,799+45.5% | $6,260+151.0% |