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 | $150,517 | $102,317+47.1% | $146,958+2.4% | $80,856+86.2% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 11.84% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $9,820 | $3,713+164.5% | $4,933+99.1% | $2,755+256.5% |
| Participant deferral / active EE | $6,446 | $6,644-3.0% | $8,070-20.1% | $4,296+50.0% |
| Admin fee / account holder | $38,862 | $7,941+389.4% | $12,998+199.0% | $6,918+461.8% |