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 | $142,434 | $105,181+35.4% | $159,436-10.7% | $85,850+65.9% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 15.05% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,607 | $3,318-51.6% | $4,829-66.7% | $2,565-37.3% |
| Participant deferral / active EE | $8,785 | $5,945+47.8% | $7,352+19.5% | $3,952+122.3% |
| Admin fee / account holder | $14,015 | $6,933+102.1% | $10,799+29.8% | $6,260+123.9% |