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 | $147,574 | $85,766+72.1% | $136,294+8.3% | $70,131+110.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 21.45% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $758 | $2,966-74.5% | $4,695-83.9% | $2,342-67.7% |
| Participant deferral / active EE | $7,091 | $5,051+40.4% | $6,247+13.5% | $3,332+112.8% |
| Admin fee / account holder | $3,342 | $5,420-38.3% | $9,243-63.8% | $4,645-28.0% |