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 | $146,120 | $64,839+125.4% | $95,585+52.9% | $84,808+72.3% |
| Participation rate | 80.2% | 63.8%+16.4pp | 72.1%+8.2pp | 68.3%+11.9pp |
| Annual return | 17.96% | -670.96%+688.9pp | 38.56%-20.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,253 | $1,759+28.1% | $2,527-10.8% | $2,631-14.4% |
| Participant deferral / active EE | $7,161 | $2,965+141.5% | $4,023+78.0% | $4,212+70.0% |
| Admin fee / account holder | $1,214 | $5,964-79.6% | $6,127-80.2% | $7,344-83.5% |