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 | $189,816 | $105,181+80.5% | $159,436+19.1% | $85,850+121.1% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 25.48% | 45.07%-19.6pp | 263.57%-238.1pp | 318.53%-293.0pp |
| Employer contribution / active EE | $3,760 | $3,318+13.3% | $4,829-22.1% | $2,565+46.6% |
| Participant deferral / active EE | $6,504 | $5,945+9.4% | $7,352-11.5% | $3,952+64.6% |
| Admin fee / account holder | $27,973 | $6,933+303.5% | $10,799+159.0% | $6,260+346.9% |