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 | $145,741 | $89,355+63.1% | $141,162+3.2% | $72,985+99.7% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.5pp | 69.5%+18.4pp |
| Annual return | 21.80% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,147 | $5,418-5.0% | $6,709-23.3% | $3,607+42.7% |
| Admin fee / account holder | $8,760 | $5,958+47.0% | $10,261-14.6% | $5,124+71.0% |