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 | $146,843 | $112,881+30.1% | $90,951+61.5% | $158,922-7.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 8.93% | 215.79%-206.9pp | 134.60%-125.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,728 | $2,893+28.9% | $2,122+75.7% | $4,761-21.7% |
| Participant deferral / active EE | $4,120 | $4,128-0.2% | $3,373+22.1% | $5,982-31.1% |
| Admin fee / account holder | $44,656 | $8,041+455.4% | $5,959+649.4% | $11,246+297.1% |