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 | $152,542 | $98,240+55.3% | $82,313+85.3% | $147,584+3.4% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 11.75% | 30.85%-19.1pp | 25.88%-14.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,357 | $3,192+67.8% | $2,428+120.6% | $4,876+9.9% |
| Participant deferral / active EE | $7,049 | $4,383+60.8% | $3,706+90.2% | $5,439+29.6% |
| Admin fee / account holder | $62,469 | $8,563+629.5% | $5,608+1014.0% | $10,885+473.9% |