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 | $141,228 | $85,202+65.8% | $172,739-18.2% | $72,985+93.5% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.6%+14.7pp | 69.5%+27.9pp |
| Annual return | 19.57% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,725 | $3,324-18.0% | $5,143-47.0% | $2,440+11.7% |
| Participant deferral / active EE | $6,581 | $3,260+101.9% | $5,198+26.6% | $3,607+82.4% |
| Admin fee / account holder | $14,306 | $5,884+143.1% | $13,954+2.5% | $5,124+179.2% |