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 | $154,006 | $77,899+97.7% | $149,673+2.9% | $75,163+104.9% |
| Participation rate | 71.0% | 65.6%+5.4pp | 78.8%-7.8pp | 67.2%+3.8pp |
| Annual return | 15.75% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,942 | $3,137-38.1% | $4,818-59.7% | $2,670-27.3% |
| Participant deferral / active EE | $4,488 | $3,411+31.6% | $5,680-21.0% | $4,125+8.8% |
| Admin fee / account holder | $24,311 | $5,956+308.2% | $13,210+84.0% | $5,651+330.2% |