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 | $127,944 | $77,314+65.5% | $177,989-28.1% | $80,856+58.2% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.6%+24.7pp |
| Annual return | 11.27% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $7,062 | $2,292+208.1% | $3,949+78.8% | $2,755+156.3% |
| Participant deferral / active EE | $6,186 | $4,411+40.3% | $6,276-1.4% | $4,296+44.0% |
| Admin fee / account holder | $18,192 | $7,191+153.0% | $10,363+75.5% | $6,918+163.0% |