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 | $119,306 | $53,516+122.9% | $126,539-5.7% | $84,808+40.7% |
| Participation rate | 93.5% | 58.2%+35.3pp | 69.8%+23.7pp | 68.3%+25.2pp |
| Annual return | 15.07% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,326 | $1,535+377.3% | $3,674+99.4% | $2,631+178.5% |
| Participant deferral / active EE | $5,003 | $2,671+87.3% | $4,083+22.5% | $4,212+18.8% |
| Admin fee / account holder | $4,136 | $4,497-8.0% | $6,065-31.8% | $7,344-43.7% |