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 | $191,139 | $159,901+19.5% | $146,958+30.1% | $145,922+31.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.52% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,500 | $5,286+41.9% | $4,933+52.0% | $4,660+61.0% |
| Participant deferral / active EE | $12,646 | $8,428+50.0% | $8,070+56.7% | $6,688+89.1% |
| Admin fee / account holder | $9,782 | $15,044-35.0% | $12,998-24.7% | $13,397-27.0% |