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 | $142,270 | $63,346+124.6% | $92,233+54.2% | $70,131+102.9% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 15.64% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,695 | $2,471-31.4% | $3,679-53.9% | $2,342-27.6% |
| Participant deferral / active EE | $8,981 | $2,854+214.7% | $3,897+130.5% | $3,332+169.6% |
| Admin fee / account holder | $1,209 | $3,840-68.5% | $5,194-76.7% | $4,645-74.0% |