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 | $170,022 | $158,398+7.3% | $126,539+34.4% | $142,382+19.4% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 14.86% | 593.76%-578.9pp | 425.95%-411.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,708 | $4,650-63.3% | $3,674-53.5% | $4,299-60.3% |
| Participant deferral / active EE | $5,588 | $4,767+17.2% | $4,083+36.9% | $6,507-14.1% |
| Admin fee / account holder | $10,138 | $6,918+46.5% | $6,065+67.2% | $12,624-19.7% |