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 | $172,518 | $105,181+64.0% | $159,436+8.2% | $85,850+101.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.35% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,492 | $3,318-24.9% | $4,829-48.4% | $2,565-2.8% |
| Participant deferral / active EE | $9,727 | $5,945+63.6% | $7,352+32.3% | $3,952+146.1% |
| Admin fee / account holder | $2,600 | $6,933-62.5% | $10,799-75.9% | $6,260-58.5% |