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 | $142,331 | $91,552+55.5% | $133,956+6.3% | $79,858+78.2% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 20.07% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,589 | $3,733+183.6% | $5,048+109.8% | $3,740+183.1% |
| Admin fee / account holder | $3,910 | $6,321-38.1% | $8,927-56.2% | $5,306-26.3% |