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 | $178,133 | $100,041+78.1% | $149,718+19.0% | $70,131+154.0% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 18.29% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,930 | $3,662+7.3% | $5,445-27.8% | $2,342+67.8% |
| Participant deferral / active EE | $7,734 | $4,983+55.2% | $6,569+17.7% | $3,332+132.1% |
| Admin fee / account holder | $13,777 | $8,286+66.3% | $11,283+22.1% | $4,645+196.6% |