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 | $127,930 | $63,346+102.0% | $92,233+38.7% | $70,131+82.4% |
| Participation rate | 78.4% | 68.7%+9.8pp | 76.5%+2.0pp | 69.5%+8.9pp |
| Annual return | 25.10% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.0pp |
| Employer contribution / active EE | $2,601 | $2,471+5.3% | $3,679-29.3% | $2,342+11.0% |
| Participant deferral / active EE | $6,170 | $2,854+116.2% | $3,897+58.3% | $3,332+85.2% |
| Admin fee / account holder | $4,783 | $3,840+24.5% | $5,194-7.9% | $4,645+3.0% |