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 | $129,095 | $58,208+121.8% | $81,812+57.8% | $80,856+59.7% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 14.94% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,871 | $2,340+150.9% | $2,912+101.6% | $2,755+113.1% |
| Participant deferral / active EE | $3,328 | $3,281+1.4% | $4,319-22.9% | $4,296-22.5% |
| Admin fee / account holder | $2,924 | $4,981-41.3% | $7,386-60.4% | $6,918-57.7% |