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 | $169,088 | $105,181+60.8% | $159,436+6.1% | $85,850+97.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 17.59% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $4,286 | $3,318+29.2% | $4,829-11.2% | $2,565+67.1% |
| Participant deferral / active EE | $9,419 | $5,945+58.4% | $7,352+28.1% | $3,952+138.4% |
| Admin fee / account holder | $19,497 | $6,933+181.2% | $10,799+80.6% | $6,260+211.5% |