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 | $151,556 | $75,828+99.9% | $147,614+2.7% | $59,632+154.2% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | 1.64% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,437 | $3,485-30.1% | $5,564-56.2% | $2,203+10.6% |
| Participant deferral / active EE | $5,282 | $3,130+68.7% | $4,895+7.9% | $3,192+65.5% |
| Admin fee / account holder | $7,885 | $5,985+31.7% | $11,611-32.1% | $4,297+83.5% |