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 | $145,235 | $64,324+125.8% | $118,925+22.1% | $79,858+81.9% |
| Participation rate | 86.7% | 64.9%+21.8pp | 75.4%+11.3pp | 69.6%+17.0pp |
| Annual return | 13.50% | 86.45%-72.9pp | 35.88%-22.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,379 | $1,836+138.5% | $3,263+34.2% | $2,471+77.2% |
| Participant deferral / active EE | $4,589 | $2,824+62.5% | $4,265+7.6% | $3,740+22.7% |
| Admin fee / account holder | $16,125 | $4,040+299.1% | $6,581+145.0% | $5,306+203.9% |