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 | $165,834 | $63,346+161.8% | $92,233+79.8% | $70,131+136.5% |
| Participation rate | 85.9% | 68.7%+17.3pp | 76.5%+9.5pp | 69.5%+16.4pp |
| Annual return | 18.89% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,039 | $2,471+23.0% | $3,679-17.4% | $2,342+29.7% |
| Participant deferral / active EE | $6,089 | $2,854+113.4% | $3,897+56.3% | $3,332+82.8% |
| Admin fee / account holder | $4,923 | $3,840+28.2% | $5,194-5.2% | $4,645+6.0% |