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 | $180,382 | $105,181+71.5% | $159,436+13.1% | $85,850+110.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 25.07% | 45.07%-20.0pp | 263.57%-238.5pp | 318.53%-293.5pp |
| Employer contribution / active EE | $4,940 | $3,318+48.9% | $4,829+2.3% | $2,565+92.6% |
| Participant deferral / active EE | $8,476 | $5,945+42.6% | $7,352+15.3% | $3,952+114.5% |
| Admin fee / account holder | $4,497 | $6,933-35.1% | $10,799-58.4% | $6,260-28.2% |