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 | $165,727 | $150,187+10.3% | $120,354+37.7% | $145,922+13.6% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.5pp |
| Annual return | 14.63% | 154.07%-139.4pp | 107.15%-92.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,831 | $4,348-11.9% | $3,463+10.6% | $4,660-17.8% |
| Participant deferral / active EE | $10,395 | $6,173+68.4% | $4,991+108.3% | $6,688+55.4% |
| Admin fee / account holder | $3,492 | $12,207-71.4% | $9,423-62.9% | $13,397-73.9% |