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 | $150,885 | $98,750+52.8% | $149,696+0.8% | $79,858+88.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,986 | $3,216+23.9% | $4,644-14.2% | $2,471+61.3% |
| Participant deferral / active EE | $5,817 | $5,680+2.4% | $6,842-15.0% | $3,740+55.5% |
| Admin fee / account holder | $23,562 | $6,053+289.3% | $9,309+153.1% | $5,306+344.0% |