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 | $153,389 | $99,079+54.8% | $77,999+96.7% | $273,961-44.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.5%+19.5pp | 83.0%+12.0pp |
| Annual return | 7.24% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,406 | $3,308-27.3% | $2,470-2.6% | $4,869-50.6% |
| Participant deferral / active EE | $5,787 | $4,306+34.4% | $3,497+65.5% | $5,287+9.4% |
| Admin fee / account holder | $19,118 | $8,954+113.5% | $5,480+248.8% | $10,132+88.7% |