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 | $153,010 | $96,635+58.3% | $86,612+76.7% | $139,434+9.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 23.38% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,606 | $3,263-50.8% | $3,022-46.9% | $4,751-66.2% |
| Participant deferral / active EE | $5,653 | $4,836+16.9% | $4,438+27.4% | $6,710-15.8% |
| Admin fee / account holder | $946 | $6,408-85.2% | $5,614-83.2% | $11,403-91.7% |