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 | $142,349 | $62,573+127.5% | $85,682+66.1% | $85,850+65.8% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.9%+22.4pp | 69.3%+23.0pp |
| Annual return | 12.27% | 23.77%-11.5pp | 21.49%-9.2pp | 318.53%-306.3pp |
| Employer contribution / active EE | $6,346 | $1,757+261.2% | $2,618+142.4% | $2,565+147.4% |
| Participant deferral / active EE | $5,690 | $2,802+103.0% | $3,923+45.1% | $3,952+44.0% |
| Admin fee / account holder | $1,486 | $4,640-68.0% | $6,873-78.4% | $6,260-76.3% |