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 | $146,958 | $137,414+6.9% | $189,513-22.5% | $85,850+71.2% |
| Participation rate | 93.2% | 84.6%+8.5pp | 87.8%+5.3pp | 69.3%+23.8pp |
| Annual return | 17.34% | 38.14%-20.8pp | 555.15%-537.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $3,065 | $4,344-29.5% | $6,162-50.3% | $2,565+19.5% |
| Participant deferral / active EE | $10,064 | $6,260+60.8% | $8,221+22.4% | $3,952+154.7% |
| Admin fee / account holder | $51,014 | $8,630+491.1% | $12,045+323.5% | $6,260+714.9% |