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 | $164,444 | $105,181+56.3% | $159,436+3.1% | $85,850+91.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 13.58% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,029 | $3,318-38.9% | $4,829-58.0% | $2,565-20.9% |
| Participant deferral / active EE | $11,986 | $5,945+101.6% | $7,352+63.0% | $3,952+203.3% |
| Admin fee / account holder | $6,712 | $6,933-3.2% | $10,799-37.8% | $6,260+7.2% |