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 | $158,477 | $67,411+135.1% | $91,001+74.1% | $70,131+126.0% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 14.30% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,433 | $1,786-19.8% | $2,456-41.6% | $2,342-38.8% |
| Participant deferral / active EE | $6,247 | $2,823+121.3% | $3,547+76.1% | $3,332+87.5% |
| Admin fee / account holder | $30,997 | $4,236+631.7% | $5,417+472.2% | $4,645+567.3% |