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 | $148,829 | $99,918+49.0% | $81,382+82.9% | $145,922+2.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.5%+15.1pp | 80.3%+4.3pp |
| Annual return | 17.84% | 34.32%-16.5pp | 24.73%-6.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,176 | $2,978+73.8% | $2,463+110.2% | $4,660+11.1% |
| Participant deferral / active EE | $5,308 | $4,605+15.3% | $3,883+36.7% | $6,688-20.6% |
| Admin fee / account holder | $21,713 | $8,212+164.4% | $5,768+276.4% | $13,397+62.1% |