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 | $157,148 | $102,616+53.1% | $81,983+91.7% | $158,922-1.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 8.88% | 61.04%-52.2pp | 41.31%-32.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,906 | $3,240-10.3% | $2,498+16.3% | $4,761-39.0% |
| Participant deferral / active EE | $6,146 | $4,648+32.2% | $3,722+65.1% | $5,982+2.7% |
| Admin fee / account holder | $72,140 | $8,235+776.1% | $5,664+1173.7% | $11,246+541.5% |