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 | $130,748 | $77,314+69.1% | $177,989-26.5% | $80,856+61.7% |
| Participation rate | 85.3% | 65.7%+19.6pp | 77.1%+8.2pp | 67.6%+17.7pp |
| Annual return | 15.68% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,385 | $2,292-39.6% | $3,949-64.9% | $2,755-49.7% |
| Participant deferral / active EE | $5,927 | $4,411+34.4% | $6,276-5.6% | $4,296+38.0% |
| Admin fee / account holder | $23,425 | $7,191+225.8% | $10,363+126.0% | $6,918+238.6% |