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 | $126,211 | $53,127+137.6% | $86,590+45.8% | $70,131+80.0% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 17.34% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,793 | $2,068+276.8% | $2,839+174.5% | $2,342+232.7% |
| Participant deferral / active EE | $7,649 | $2,696+183.7% | $3,609+112.0% | $3,332+129.6% |
| Admin fee / account holder | $2,943 | $3,585-17.9% | $4,906-40.0% | $4,645-36.7% |