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 | $144,317 | $77,314+86.7% | $177,989-18.9% | $80,856+78.5% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.6%+20.2pp |
| Annual return | 11.32% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,703 | $2,292-25.7% | $3,949-56.9% | $2,755-38.2% |
| Participant deferral / active EE | $3,552 | $4,411-19.5% | $6,276-43.4% | $4,296-17.3% |
| Admin fee / account holder | $10,151 | $7,191+41.2% | $10,363-2.1% | $6,918+46.7% |