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 | $151,862 | $77,314+96.4% | $177,989-14.7% | $80,856+87.8% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.6%+23.3pp |
| Annual return | 16.50% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,572 | $2,292-31.4% | $3,949-60.2% | $2,755-42.9% |
| Participant deferral / active EE | $10,385 | $4,411+135.5% | $6,276+65.5% | $4,296+141.8% |
| Admin fee / account holder | $23,981 | $7,191+233.5% | $10,363+131.4% | $6,918+246.7% |