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 | $146,623 | $84,696+73.1% | $75,696+93.7% | $167,490-12.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 15.60% | 199.36%-183.8pp | 104.53%-88.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $5,011 | $3,230+55.2% | $2,743+82.7% | $4,837+3.6% |
| Participant deferral / active EE | $5,342 | $4,580+16.7% | $3,821+39.8% | $6,341-15.8% |
| Admin fee / account holder | $2,907 | $5,355-45.7% | $3,619-19.7% | $12,309-76.4% |