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 | $149,503 | $105,181+42.1% | $159,436-6.2% | $85,850+74.1% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.8%+3.1pp | 69.3%+16.7pp |
| Annual return | 13.56% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $723 | $3,318-78.2% | $4,829-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $6,401 | $5,945+7.7% | $7,352-12.9% | $3,952+62.0% |
| Admin fee / account holder | $12,243 | $6,933+76.6% | $10,799+13.4% | $6,260+95.6% |