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 | $146,620 | $99,877+46.8% | $84,966+72.6% | $145,922+0.5% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 9.79% | 83.76%-74.0pp | 66.38%-56.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,830 | $3,231-43.4% | $2,727-32.9% | $4,660-60.7% |
| Participant deferral / active EE | $9,609 | $5,291+81.6% | $4,519+112.6% | $6,688+43.7% |
| Admin fee / account holder | $1,783 | $7,248-75.4% | $6,149-71.0% | $13,397-86.7% |