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 | $143,890 | $118,427+21.5% | $66,042+117.9% | $142,382+1.1% |
| Participation rate | 90.0% | 68.1%+21.9pp | 67.5%+22.5pp | 80.1%+9.9pp |
| Annual return | 15.29% | 35.57%-20.3pp | 52.11%-36.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,745 | $2,570+45.7% | $1,579+137.1% | $4,299-12.9% |
| Participant deferral / active EE | $11,015 | $4,311+155.5% | $2,835+288.5% | $6,507+69.3% |
| Admin fee / account holder | $26,118 | $9,593+172.2% | $5,747+354.5% | $12,624+106.9% |