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 | $141,692 | $58,208+143.4% | $81,812+73.2% | $80,856+75.2% |
| Participation rate | 90.2% | 63.4%+26.7pp | 72.3%+17.8pp | 67.6%+22.5pp |
| Annual return | 13.01% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,425 | $2,340-39.1% | $2,912-51.1% | $2,755-48.3% |
| Participant deferral / active EE | $7,648 | $3,281+133.1% | $4,319+77.1% | $4,296+78.0% |
| Admin fee / account holder | $2,901 | $4,981-41.8% | $7,386-60.7% | $6,918-58.1% |