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 | $129,566 | $85,202+52.1% | $172,739-25.0% | $72,985+77.5% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 24.56% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $8,289 | $3,324+149.3% | $5,143+61.2% | $2,440+239.7% |
| Participant deferral / active EE | $6,422 | $3,260+97.0% | $5,198+23.6% | $3,607+78.0% |
| Admin fee / account holder | $2,526 | $5,884-57.1% | $13,954-81.9% | $5,124-50.7% |