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 | $154,426 | $58,694+163.1% | $142,863+8.1% | $85,850+79.9% |
| Participation rate | 88.4% | 58.5%+29.9pp | 71.9%+16.4pp | 69.3%+19.1pp |
| Annual return | 19.08% | 27.72%-8.6pp | 5637.54%-5618.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,547 | $1,423+8.7% | $4,144-62.7% | $2,565-39.7% |
| Participant deferral / active EE | $5,608 | $2,607+115.1% | $3,837+46.1% | $3,952+41.9% |
| Admin fee / account holder | $4,595 | $4,239+8.4% | $6,560-30.0% | $6,260-26.6% |