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 | $127,708 | $65,409+95.2% | $98,442+29.7% | $85,850+48.8% |
| Participation rate | 73.2% | 65.0%+8.2pp | 73.3%-0.2pp | 69.3%+3.9pp |
| Annual return | 13.53% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,618 | $2,168+66.9% | $2,960+22.2% | $2,565+41.0% |
| Participant deferral / active EE | $5,490 | $3,166+73.4% | $4,276+28.4% | $3,952+38.9% |
| Admin fee / account holder | $9,112 | $4,593+98.4% | $5,949+53.2% | $6,260+45.6% |