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 | $146,421 | $85,766+70.7% | $136,294+7.4% | $70,131+108.8% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 19.80% | 31.45%-11.7pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,513 | $2,966-49.0% | $4,695-67.8% | $2,342-35.4% |
| Participant deferral / active EE | $10,075 | $5,051+99.4% | $6,247+61.3% | $3,332+202.4% |
| Admin fee / account holder | $1,298 | $5,420-76.0% | $9,243-86.0% | $4,645-72.1% |