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 | $143,442 | $74,888+91.5% | $71,209+101.4% | $142,382+0.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 14.54% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,977 | $2,854+39.3% | $2,721+46.1% | $4,299-7.5% |
| Participant deferral / active EE | $4,909 | $4,454+10.2% | $4,175+17.6% | $6,507-24.6% |
| Admin fee / account holder | $35,424 | $5,568+536.2% | $5,349+562.3% | $12,624+180.6% |