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 | $149,984 | $89,355+67.9% | $141,162+6.2% | $72,985+105.5% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 21.95% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,214 | $3,114-61.0% | $4,735-74.4% | $2,440-50.3% |
| Participant deferral / active EE | $4,391 | $5,418-19.0% | $6,709-34.6% | $3,607+21.7% |
| Admin fee / account holder | $16,177 | $5,958+171.5% | $10,261+57.6% | $5,124+215.7% |