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 | $138,592 | $85,766+61.6% | $136,294+1.7% | $70,131+97.6% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 21.96% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $6,955 | $2,966+134.5% | $4,695+48.1% | $2,342+196.9% |
| Participant deferral / active EE | $11,601 | $5,051+129.7% | $6,247+85.7% | $3,332+248.2% |
| Admin fee / account holder | $4,101 | $5,420-24.3% | $9,243-55.6% | $4,645-11.7% |