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 | $143,826 | $56,114+156.3% | $96,139+49.6% | $85,850+67.5% |
| Participation rate | 92.1% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 14.33% | 42.30%-28.0pp | 191.94%-177.6pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,488 | $1,620-8.2% | $2,797-46.8% | $2,565-42.0% |
| Participant deferral / active EE | $5,978 | $2,859+109.1% | $4,349+37.5% | $3,952+51.3% |
| Admin fee / account holder | $11,960 | $3,768+217.4% | $5,537+116.0% | $6,260+91.1% |