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 | $167,605 | $85,202+96.7% | $172,739-3.0% | $72,985+129.6% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 23.43% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $12,674 | $3,324+281.2% | $5,143+146.4% | $2,440+419.4% |
| Participant deferral / active EE | $8,386 | $3,260+157.2% | $5,198+61.3% | $3,607+132.5% |
| Admin fee / account holder | $1,955 | $5,884-66.8% | $13,954-86.0% | $5,124-61.9% |