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 | $144,983 | $98,750+46.8% | $149,696-3.1% | $79,858+81.6% |
| Participation rate | 94.9% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.3pp |
| Annual return | 17.53% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,273 | $3,216+32.8% | $4,644-8.0% | $2,471+72.9% |
| Participant deferral / active EE | $8,167 | $5,680+43.8% | $6,842+19.4% | $3,740+118.4% |
| Admin fee / account holder | $3,144 | $6,053-48.1% | $9,309-66.2% | $5,306-40.7% |