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 | $137,678 | $60,124+129.0% | $90,404+52.3% | $79,858+72.4% |
| Participation rate | 86.3% | 65.0%+21.3pp | 72.7%+13.6pp | 69.6%+16.7pp |
| Annual return | 13.00% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,550 | $2,068-25.0% | $3,262-52.5% | $2,471-37.3% |
| Participant deferral / active EE | $4,732 | $2,938+61.0% | $3,963+19.4% | $3,740+26.5% |
| Admin fee / account holder | $12,574 | $3,976+216.2% | $5,611+124.1% | $5,306+137.0% |