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 | $150,094 | $58,208+157.9% | $81,812+83.5% | $80,856+85.6% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.1pp | 67.6%+17.8pp |
| Annual return | 15.59% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,868 | $2,340-20.2% | $2,912-35.9% | $2,755-32.2% |
| Participant deferral / active EE | $8,547 | $3,281+160.5% | $4,319+97.9% | $4,296+99.0% |
| Admin fee / account holder | $15,985 | $4,981+220.9% | $7,386+116.4% | $6,918+131.1% |