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 | $180,160 | $58,694+206.9% | $142,863+26.1% | $85,850+109.9% |
| Participation rate | 85.7% | 58.5%+27.2pp | 71.9%+13.8pp | 69.3%+16.4pp |
| Annual return | 13.41% | 27.72%-14.3pp | 5637.54%-5624.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $520 | $1,423-63.5% | $4,144-87.5% | $2,565-79.7% |
| Participant deferral / active EE | $4,179 | $2,607+60.3% | $3,837+8.9% | $3,952+5.8% |
| Admin fee / account holder | $24,815 | $4,239+485.4% | $6,560+278.3% | $6,260+296.4% |