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 | $178,062 | $101,883+74.8% | $453,369-60.7% | $85,850+107.4% |
| Participation rate | 85.7% | 72.3%+13.4pp | 78.0%+7.7pp | 69.3%+16.4pp |
| Annual return | 15.02% | 25.38%-10.4pp | 64.40%-49.4pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,750 | $2,847-38.5% | $4,070-57.0% | $2,565-31.8% |
| Participant deferral / active EE | $12,421 | $4,782+159.8% | $6,209+100.1% | $3,952+214.3% |
| Admin fee / account holder | $4,861 | $5,706-14.8% | $11,209-56.6% | $6,260-22.4% |