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 | $136,430 | $83,902+62.6% | $167,512-18.6% | $84,808+60.9% |
| Participation rate | 98.7% | 66.5%+32.2pp | 77.1%+21.6pp | 68.3%+30.4pp |
| Annual return | 14.96% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,244 | $2,264+131.6% | $3,882+35.1% | $2,631+99.3% |
| Participant deferral / active EE | $4,441 | $4,4420% | $6,405-30.7% | $4,212+5.5% |
| Admin fee / account holder | $11,218 | $7,915+41.7% | $9,769+14.8% | $7,344+52.8% |