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 | $181,582 | $100,041+81.5% | $149,718+21.3% | $70,131+158.9% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.1%-10.4pp | 69.5%+7.1pp |
| Annual return | 15.60% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,536 | $3,662+51.2% | $5,445+1.7% | $2,342+136.4% |
| Participant deferral / active EE | $6,635 | $4,983+33.2% | $6,569+1.0% | $3,332+99.1% |
| Admin fee / account holder | $8,172 | $8,286-1.4% | $11,283-27.6% | $4,645+75.9% |