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 | $131,536 | $53,127+147.6% | $86,590+51.9% | $70,131+87.6% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 17.46% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,531 | $2,068+167.4% | $2,839+94.8% | $2,342+136.1% |
| Participant deferral / active EE | $8,757 | $2,696+224.8% | $3,609+142.7% | $3,332+162.8% |
| Admin fee / account holder | $6,437 | $3,585+79.5% | $4,906+31.2% | $4,645+38.6% |