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 | $141,961 | $53,516+165.3% | $126,539+12.2% | $84,808+67.4% |
| Participation rate | 75.0% | 58.2%+16.8pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 18.85% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,826 | $1,535+84.1% | $3,674-23.1% | $2,631+7.4% |
| Participant deferral / active EE | $10,264 | $2,671+284.3% | $4,083+151.4% | $4,212+143.7% |
| Admin fee / account holder | $19,176 | $4,497+326.4% | $6,065+216.2% | $7,344+161.1% |