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 3-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 | $146,208 | $96,635+51.3% | $86,612+68.8% | $139,434+4.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 12.28% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,829 | $3,263-43.9% | $3,022-39.5% | $4,751-61.5% |
| Participant deferral / active EE | $7,149 | $4,836+47.8% | $4,438+61.1% | $6,710+6.5% |
| Admin fee / account holder | $23,445 | $6,408+265.9% | $5,614+317.6% | $11,403+105.6% |