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 | $186,284 | $158,398+17.6% | $126,539+47.2% | $142,382+30.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 12.09% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,667 | $4,650-64.2% | $3,674-54.6% | $4,299-61.2% |
| Participant deferral / active EE | $2,383 | $4,767-50.0% | $4,083-41.6% | $6,507-63.4% |
| Admin fee / account holder | $35,155 | $6,918+408.2% | $6,065+479.7% | $12,624+178.5% |