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 | $180,427 | $137,414+31.3% | $189,513-4.8% | $85,850+110.2% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 17.32% | 38.14%-20.8pp | 555.15%-537.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $7,277 | $4,344+67.5% | $6,162+18.1% | $2,565+183.7% |
| Participant deferral / active EE | $13,637 | $6,260+117.8% | $8,221+65.9% | $3,952+245.1% |
| Admin fee / account holder | $13,797 | $8,630+59.9% | $12,045+14.5% | $6,260+120.4% |