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 | $150,638 | $137,414+9.6% | $189,513-20.5% | $85,850+75.5% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 25.82% | 38.14%-12.3pp | 555.15%-529.3pp | 318.53%-292.7pp |
| Employer contribution / active EE | $5,788 | $4,344+33.2% | $6,162-6.1% | $2,565+125.7% |
| Participant deferral / active EE | $4,425 | $6,260-29.3% | $8,221-46.2% | $3,952+12.0% |
| Admin fee / account holder | $12,422 | $8,630+44.0% | $12,045+3.1% | $6,260+98.4% |