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 | $171,111 | $183,519-6.8% | $155,509+10.0% | $145,922+17.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $10,924 | $5,313+105.6% | $4,672+133.8% | $4,660+134.4% |
| Participant deferral / active EE | $6,970 | $6,462+7.9% | $5,626+23.9% | $6,688+4.2% |
| Admin fee / account holder | $38,570 | $19,313+99.7% | $15,912+142.4% | $13,397+187.9% |