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 | $155,984 | $105,181+48.3% | $159,436-2.2% | $85,850+81.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.4pp | 69.3%+26.9pp |
| Annual return | 14.26% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,175 | $3,318-34.5% | $4,829-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $5,443 | $5,945-8.4% | $7,352-26.0% | $3,952+37.7% |
| Admin fee / account holder | $22,217 | $6,933+220.4% | $10,799+105.7% | $6,260+254.9% |