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 | $149,130 | $93,571+59.4% | $135,903+9.7% | $75,163+98.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 17.65% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,504 | $3,537-29.2% | $4,856-48.4% | $2,670-6.2% |
| Participant deferral / active EE | $5,990 | $6,404-6.5% | $7,758-22.8% | $4,125+45.2% |
| Admin fee / account holder | $1,486 | $6,975-78.7% | $10,762-86.2% | $5,651-73.7% |