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 | $143,435 | $90,348+58.8% | $75,972+88.8% | $145,922-1.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 8.89% | 620.88%-612.0pp | 359.55%-350.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,779 | $5,162-46.2% | $4,255-34.7% | $6,688-58.4% |
| Admin fee / account holder | $19,465 | $8,467+129.9% | $6,467+201.0% | $13,397+45.3% |