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 | $128,076 | $98,750+29.7% | $149,696-14.4% | $79,858+60.4% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.6%+19.4pp |
| Annual return | 20.38% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,474 | $3,216-23.1% | $4,644-46.7% | $2,471+0.1% |
| Participant deferral / active EE | $13,221 | $5,680+132.8% | $6,842+93.2% | $3,740+253.5% |
| Admin fee / account holder | $16,799 | $6,053+177.5% | $9,309+80.5% | $5,306+216.6% |