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 | $184,424 | $124,185+48.5% | $108,410+70.1% | $167,490+10.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 13.86% | 1379.64%-1365.8pp | 905.27%-891.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,376 | $4,187-67.1% | $3,558-61.3% | $4,837-71.6% |
| Participant deferral / active EE | $6,381 | $6,908-7.6% | $6,563-2.8% | $6,341+0.6% |
| Admin fee / account holder | $27,311 | $9,455+188.9% | $7,295+274.4% | $12,309+121.9% |