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 | $126,547 | $60,124+110.5% | $90,404+40.0% | $79,858+58.5% |
| Participation rate | 88.1% | 65.0%+23.1pp | 72.7%+15.4pp | 69.6%+18.5pp |
| Annual return | 17.76% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,050 | $2,068+47.5% | $3,262-6.5% | $2,471+23.4% |
| Participant deferral / active EE | $11,344 | $2,938+286.1% | $3,963+186.2% | $3,740+203.3% |
| Admin fee / account holder | $11,282 | $3,976+183.7% | $5,611+101.1% | $5,306+112.6% |