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 | $148,124 | $117,841+25.7% | $102,423+44.6% | $145,922+1.5% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 10.36% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,138 | $3,615-68.5% | $3,023-62.4% | $4,660-75.6% |
| Participant deferral / active EE | $2,864 | $5,731-50.0% | $5,053-43.3% | $6,688-57.2% |
| Admin fee / account holder | $37,654 | $13,326+182.6% | $9,451+298.4% | $13,397+181.1% |