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 | $140,002 | $51,175+173.6% | $70,515+98.5% | $75,163+86.3% |
| Participation rate | 84.4% | 60.9%+23.5pp | 68.3%+16.1pp | 67.2%+17.3pp |
| Annual return | 16.61% | 30.02%-13.4pp | 32.77%-16.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,571 | $1,826+40.8% | $2,973-13.5% | $2,670-3.7% |
| Participant deferral / active EE | $11,250 | $2,849+294.8% | $4,567+146.3% | $4,125+172.7% |
| Admin fee / account holder | $3,329 | $4,091-18.6% | $6,412-48.1% | $5,651-41.1% |