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 | $145,447 | $102,317+42.2% | $146,958-1.0% | $80,856+79.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 12.08% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,844 | $3,713+84.3% | $4,933+38.7% | $2,755+148.4% |
| Participant deferral / active EE | $5,397 | $6,644-18.8% | $8,070-33.1% | $4,296+25.6% |
| Admin fee / account holder | $18,924 | $7,941+138.3% | $12,998+45.6% | $6,918+173.5% |