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 | $131,257 | $53,516+145.3% | $126,539+3.7% | $84,808+54.8% |
| Participation rate | 96.6% | 58.2%+38.4pp | 69.8%+26.8pp | 68.3%+28.3pp |
| Annual return | 14.12% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,781 | $1,535+81.2% | $3,674-24.3% | $2,631+5.7% |
| Participant deferral / active EE | $5,664 | $2,671+112.1% | $4,083+38.7% | $4,212+34.5% |
| Admin fee / account holder | $8,335 | $4,497+85.4% | $6,065+37.4% | $7,344+13.5% |