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 | $153,875 | $58,208+164.4% | $81,812+88.1% | $80,856+90.3% |
| Participation rate | 80.6% | 63.4%+17.2pp | 72.3%+8.3pp | 67.6%+13.0pp |
| Annual return | 10.84% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,963 | $2,340+26.6% | $2,912+1.8% | $2,755+7.6% |
| Participant deferral / active EE | $5,784 | $3,281+76.3% | $4,319+33.9% | $4,296+34.6% |
| Admin fee / account holder | $2,080 | $4,981-58.2% | $7,386-71.8% | $6,918-69.9% |