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 | $149,681 | $89,355+67.5% | $141,162+6.0% | $72,985+105.1% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,328 | $3,114-57.4% | $4,735-72.0% | $2,440-45.6% |
| Participant deferral / active EE | $7,270 | $5,418+34.2% | $6,709+8.4% | $3,607+101.5% |
| Admin fee / account holder | $11,809 | $5,958+98.2% | $10,261+15.1% | $5,124+130.5% |