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 | $146,283 | $77,899+87.8% | $149,673-2.3% | $75,163+94.6% |
| Participation rate | 86.5% | 65.6%+21.0pp | 78.8%+7.8pp | 67.2%+19.3pp |
| Annual return | 22.58% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $8,084 | $3,137+157.7% | $4,818+67.8% | $2,670+202.8% |
| Participant deferral / active EE | $5,734 | $3,411+68.1% | $5,680+1.0% | $4,125+39.0% |
| Admin fee / account holder | $3,367 | $5,956-43.5% | $13,210-74.5% | $5,651-40.4% |