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 | $152,638 | $77,314+97.4% | $177,989-14.2% | $80,856+88.8% |
| Participation rate | 98.2% | 65.7%+32.5pp | 77.1%+21.1pp | 67.6%+30.5pp |
| Annual return | 13.78% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,037 | $2,292+119.7% | $3,949+27.6% | $2,755+82.8% |
| Participant deferral / active EE | $14,755 | $4,411+234.5% | $6,276+135.1% | $4,296+243.5% |
| Admin fee / account holder | $30,739 | $7,191+327.5% | $10,363+196.6% | $6,918+344.3% |