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 | $145,787 | $65,395+122.9% | $182,532-20.1% | $72,985+99.8% |
| Participation rate | 96.4% | 65.4%+31.0pp | 78.0%+18.5pp | 69.5%+26.9pp |
| Annual return | 18.42% | 27.68%-9.3pp | 148.54%-130.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,301 | $1,911+72.7% | $4,076-19.0% | $2,440+35.3% |
| Participant deferral / active EE | $10,690 | $3,563+200.0% | $5,524+93.5% | $3,607+196.3% |
| Admin fee / account holder | $21,852 | $4,245+414.8% | $8,592+154.3% | $5,124+326.4% |