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 | $155,788 | $76,000+105.0% | $154,107+1.1% | $64,186+142.7% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | 10.03% | 30.32%-20.3pp | 735.12%-725.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,523 | $3,351-24.7% | $5,298-52.4% | $2,381+6.0% |
| Participant deferral / active EE | $4,894 | $3,175+54.1% | $5,081-3.7% | $3,470+41.1% |
| Admin fee / account holder | $13,196 | $5,596+135.8% | $13,411-1.6% | $4,888+170.0% |