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 | $148,203 | $95,416+55.3% | $185,823-20.2% | $85,850+72.6% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 13.69% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $7,307 | $3,314+120.5% | $5,167+41.4% | $2,565+184.9% |
| Participant deferral / active EE | $3,977 | $3,423+16.2% | $5,568-28.6% | $3,952+0.6% |
| Admin fee / account holder | $78,414 | $7,213+987.2% | $16,237+382.9% | $6,260+1152.6% |