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 | $188,876 | $133,922+41.0% | $116,228+62.5% | $142,382+32.7% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.6%+19.9pp | 80.1%+14.3pp |
| Annual return | 12.92% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $23,020 | $3,446+568.1% | $2,994+668.7% | $4,299+435.5% |
| Participant deferral / active EE | $37,989 | $5,672+569.7% | $4,953+667.0% | $6,507+483.8% |
| Admin fee / account holder | $93,535 | $14,945+525.9% | $11,989+680.2% | $12,624+640.9% |