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 | $123,505 | $53,127+132.5% | $86,590+42.6% | $70,131+76.1% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 14.45% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,677 | $2,068-18.9% | $2,839-40.9% | $2,342-28.4% |
| Participant deferral / active EE | $7,816 | $2,696+189.9% | $3,609+116.6% | $3,332+134.6% |
| Admin fee / account holder | $928 | $3,585-74.1% | $4,906-81.1% | $4,645-80.0% |