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 | $135,416 | $65,409+107.0% | $98,442+37.6% | $85,850+57.7% |
| Participation rate | 78.1% | 65.0%+13.1pp | 73.3%+4.8pp | 69.3%+8.8pp |
| Annual return | 13.16% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $909 | $2,168-58.0% | $2,960-69.3% | $2,565-64.5% |
| Participant deferral / active EE | $4,038 | $3,166+27.5% | $4,276-5.6% | $3,952+2.2% |
| Admin fee / account holder | $10,681 | $4,593+132.6% | $5,949+79.5% | $6,260+70.6% |