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 | $148,490 | $53,516+177.5% | $126,539+17.3% | $84,808+75.1% |
| Participation rate | 96.3% | 58.2%+38.0pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 18.59% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,519 | $1,535+129.3% | $3,674-4.2% | $2,631+33.8% |
| Participant deferral / active EE | $8,208 | $2,671+207.4% | $4,083+101.1% | $4,212+94.9% |
| Admin fee / account holder | $2,082 | $4,497-53.7% | $6,065-65.7% | $7,344-71.6% |