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 | $144,476 | $101,069+42.9% | $81,478+77.3% | $147,584-2.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 11.95% | 32.40%-20.4pp | 38.78%-26.8pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,066 | $3,205-35.5% | $2,568-19.5% | $4,876-57.6% |
| Participant deferral / active EE | $10,027 | $4,242+136.4% | $3,537+183.5% | $5,439+84.4% |
| Admin fee / account holder | $1,750 | $5,812-69.9% | $4,561-61.6% | $10,885-83.9% |