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 | $153,983 | $111,724+37.8% | $93,606+64.5% | $145,922+5.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.15% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,756 | $3,090+21.6% | $2,420+55.2% | $4,660-19.4% |
| Participant deferral / active EE | $4,106 | $4,912-16.4% | $4,411-6.9% | $6,688-38.6% |
| Admin fee / account holder | $1,422 | $10,250-86.1% | $8,285-82.8% | $13,397-89.4% |