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 | $148,498 | $105,181+41.2% | $159,436-6.9% | $85,850+73.0% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 14.20% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,287 | $3,318+89.5% | $4,829+30.2% | $2,565+145.1% |
| Participant deferral / active EE | $8,998 | $5,945+51.4% | $7,352+22.4% | $3,952+127.7% |
| Admin fee / account holder | $3,742 | $6,933-46.0% | $10,799-65.3% | $6,260-40.2% |