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 | $184,370 | $102,317+80.2% | $146,958+25.5% | $80,856+128.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,079 | $3,713-70.9% | $4,933-78.1% | $2,755-60.8% |
| Participant deferral / active EE | $5,384 | $6,644-19.0% | $8,070-33.3% | $4,296+25.3% |
| Admin fee / account holder | $28,047 | $7,941+253.2% | $12,998+115.8% | $6,918+305.4% |