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 | $157,462 | $100,773+56.3% | $88,946+77.0% | $142,382+10.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 12.66% | 70.18%-57.5pp | 57.82%-45.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,379 | $2,918-18.5% | $2,555-6.9% | $4,299-44.7% |
| Participant deferral / active EE | $5,045 | $5,230-3.5% | $4,581+10.1% | $6,507-22.5% |
| Admin fee / account holder | $1,631 | $9,693-83.2% | $8,261-80.3% | $12,624-87.1% |