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 | $160,446 | $60,124+166.9% | $90,404+77.5% | $79,858+100.9% |
| Participation rate | 97.1% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.5pp |
| Annual return | 12.82% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,816 | $2,068+84.6% | $3,262+17.0% | $2,471+54.5% |
| Participant deferral / active EE | $8,186 | $2,938+178.6% | $3,963+106.5% | $3,740+118.9% |
| Admin fee / account holder | $21,174 | $3,976+432.5% | $5,611+277.4% | $5,306+299.0% |