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 | $124,848 | $58,694+112.7% | $142,863-12.6% | $85,850+45.4% |
| Participation rate | 73.2% | 58.5%+14.7pp | 71.9%+1.2pp | 69.3%+3.9pp |
| Annual return | 17.09% | 27.72%-10.6pp | 5637.54%-5620.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,974 | $2,607+90.8% | $3,837+29.6% | $3,952+25.9% |
| Admin fee / account holder | $14,473 | $4,239+241.4% | $6,560+120.6% | $6,260+131.2% |