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 | $143,951 | $99,079+45.3% | $77,999+84.6% | $273,961-47.5% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.5%+19.7pp | 83.0%+12.2pp |
| Annual return | 5.43% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $17,988 | $3,308+443.8% | $2,470+628.2% | $4,869+269.5% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $37,361 | $8,954+317.3% | $5,480+581.7% | $10,132+268.7% |