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 | $115,679 | $54,705+111.5% | $71,209+62.5% | $84,808+36.4% |
| Participation rate | 95.2% | 64.1%+31.2pp | 73.8%+21.5pp | 68.3%+26.9pp |
| Annual return | 19.27% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,206 | $2,158+233.9% | $2,721+164.8% | $2,631+173.9% |
| Participant deferral / active EE | $12,480 | $3,030+311.8% | $4,175+198.9% | $4,212+196.3% |
| Admin fee / account holder | $2,010 | $4,863-58.7% | $5,349-62.4% | $7,344-72.6% |