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 | $176,372 | $157,256+12.2% | $141,162+24.9% | $152,861+15.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 22.46% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $10,387 | $5,261+97.4% | $4,735+119.4% | $4,762+118.1% |
| Participant deferral / active EE | $5,792 | $7,109-18.5% | $6,709-13.7% | $5,850-1.0% |
| Admin fee / account holder | $6,560 | $12,120-45.9% | $10,261-36.1% | $11,596-43.4% |