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 | $139,461 | $93,571+49.0% | $135,903+2.6% | $75,163+85.5% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 17.53% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,824 | $3,537+36.4% | $4,856-0.7% | $2,670+80.7% |
| Participant deferral / active EE | $9,191 | $6,404+43.5% | $7,758+18.5% | $4,125+122.8% |
| Admin fee / account holder | $40,741 | $6,975+484.1% | $10,762+278.6% | $5,651+621.0% |