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 | $127,568 | $93,373+36.6% | $152,466-16.3% | $85,850+48.6% |
| Participation rate | 92.1% | 70.1%+22.0pp | 78.2%+13.9pp | 69.3%+22.8pp |
| Annual return | 13.08% | 21.84%-8.8pp | 757.33%-744.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $7,112 | $2,996+137.4% | $4,327+64.4% | $2,565+177.2% |
| Participant deferral / active EE | $9,189 | $4,550+101.9% | $5,820+57.9% | $3,952+132.5% |
| Admin fee / account holder | $14,936 | $13,853+7.8% | $15,805-5.5% | $6,260+138.6% |