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 | $131,031 | $85,202+53.8% | $172,739-24.1% | $72,985+79.5% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 17.17% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $945 | $3,324-71.6% | $5,143-81.6% | $2,440-61.3% |
| Participant deferral / active EE | $2,996 | $3,260-8.1% | $5,198-42.4% | $3,607-17.0% |
| Admin fee / account holder | $24,455 | $5,884+315.6% | $13,954+75.3% | $5,124+377.2% |