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 | $129,423 | $98,750+31.1% | $149,696-13.5% | $79,858+62.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 14.40% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $601 | $3,216-81.3% | $4,644-87.1% | $2,471-75.7% |
| Participant deferral / active EE | $6,497 | $5,680+14.4% | $6,842-5.0% | $3,740+73.7% |
| Admin fee / account holder | $9,665 | $6,053+59.7% | $9,309+3.8% | $5,306+82.1% |