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 | $157,337 | $63,346+148.4% | $92,233+70.6% | $70,131+124.3% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 15.24% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,851 | $2,471-25.1% | $3,679-49.7% | $2,342-21.0% |
| Participant deferral / active EE | $6,789 | $2,854+137.9% | $3,897+74.2% | $3,332+103.8% |
| Admin fee / account holder | $23,633 | $3,840+515.4% | $5,194+355.1% | $4,645+408.8% |