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 | $141,056 | $58,512+141.1% | $84,015+67.9% | $72,985+93.3% |
| Participation rate | 87.0% | 61.2%+25.8pp | 69.0%+18.0pp | 69.5%+17.5pp |
| Annual return | 21.27% | 28.93%-7.7pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,420 | $1,163+108.1% | $1,983+22.0% | $2,440-0.8% |
| Participant deferral / active EE | $8,354 | $2,394+249.0% | $3,239+157.9% | $3,607+131.6% |
| Admin fee / account holder | $11,413 | $4,569+149.8% | $6,101+87.1% | $5,124+122.7% |