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 | $134,767 | $51,576+161.3% | $129,207+4.3% | $80,856+66.7% |
| Participation rate | 88.6% | 57.0%+31.6pp | 69.6%+19.0pp | 67.6%+20.9pp |
| Annual return | 14.21% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,993 | $2,669+124.6% | $4,168+43.8% | $4,296+39.5% |
| Admin fee / account holder | $44,687 | $4,305+938.0% | $7,715+479.2% | $6,918+545.9% |