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 | $117,907 | $57,281+105.8% | $86,612+36.1% | $75,163+56.9% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 20.88% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.7pp |
| Employer contribution / active EE | $5,858 | $2,314+153.1% | $3,022+93.8% | $2,670+119.4% |
| Participant deferral / active EE | $11,260 | $3,318+239.4% | $4,438+153.7% | $4,125+173.0% |
| Admin fee / account holder | $2,997 | $4,112-27.1% | $5,614-46.6% | $5,651-47.0% |