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 | $195,347 | $137,414+42.2% | $189,513+3.1% | $85,850+127.5% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 13.15% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,437 | $4,344+25.2% | $6,162-11.8% | $2,565+112.0% |
| Participant deferral / active EE | $9,574 | $6,260+52.9% | $8,221+16.5% | $3,952+142.3% |
| Admin fee / account holder | $5,842 | $8,630-32.3% | $12,045-51.5% | $6,260-6.7% |