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 | $180,116 | $86,286+108.7% | $111,297+61.8% | $85,850+109.8% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 31.77% | 19.99%+11.8pp | 54.65%-22.9pp | 318.53%-286.8pp |
| Employer contribution / active EE | $2,564 | $2,043+25.5% | $2,731-6.1% | $2,5650% |
| Participant deferral / active EE | $10,255 | $3,641+181.7% | $4,487+128.5% | $3,952+159.5% |
| Admin fee / account holder | $13,820 | $8,188+68.8% | $7,964+73.5% | $6,260+120.8% |