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 | $149,872 | $84,233+77.9% | $170,442-12.1% | $70,131+113.7% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $8,993 | $3,387+165.5% | $5,433+65.5% | $2,342+283.9% |
| Participant deferral / active EE | $5,676 | $3,086+83.9% | $4,939+14.9% | $3,332+70.4% |
| Admin fee / account holder | $1,084 | $5,698-81.0% | $13,880-92.2% | $4,645-76.7% |