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 | $141,070 | $91,538+54.1% | $129,995+8.5% | $75,163+87.7% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 23.87% | -631.11%+655.0pp | -137.18%+161.0pp | 160.62%-136.8pp |
| Employer contribution / active EE | $1,792 | $2,845-37.0% | $4,320-58.5% | $2,670-32.9% |
| Participant deferral / active EE | $5,348 | $4,341+23.2% | $5,820-8.1% | $4,125+29.7% |
| Admin fee / account holder | $16,527 | $6,790+143.4% | $10,614+55.7% | $5,651+192.5% |