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 | $152,538 | $48,046+217.5% | $84,611+80.3% | $72,985+109.0% |
| Participation rate | 81.0% | 57.6%+23.4pp | 68.2%+12.7pp | 69.5%+11.5pp |
| Annual return | 18.26% | 37.38%-19.1pp | 258.74%-240.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,185 | $1,602-26.0% | $2,652-55.3% | $2,440-51.4% |
| Participant deferral / active EE | $4,340 | $2,680+61.9% | $3,899+11.3% | $3,607+20.3% |
| Admin fee / account holder | $12,399 | $3,395+265.2% | $4,912+152.4% | $5,124+142.0% |