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 | $152,230 | $144,119+5.6% | $117,854+29.2% | $147,584+3.1% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 20.11% | 531.15%-511.0pp | 335.08%-315.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,119 | $4,896-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $6,328 | $5,316+19.0% | $4,482+41.2% | $5,439+16.4% |
| Admin fee / account holder | $23,450 | $10,886+115.4% | $8,020+192.4% | $10,885+115.4% |