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 | $171,335 | $74,888+128.8% | $71,209+140.6% | $142,382+20.3% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 18.05% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,528 | $2,854+268.8% | $2,721+286.9% | $4,299+144.9% |
| Participant deferral / active EE | $13,129 | $4,454+194.7% | $4,175+214.5% | $6,507+101.8% |
| Admin fee / account holder | $1,304 | $5,568-76.6% | $5,349-75.6% | $12,624-89.7% |