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 | $133,556 | $63,346+110.8% | $92,233+44.8% | $70,131+90.4% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 20.96% | 530.12%-509.2pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,597 | $2,471+5.1% | $3,679-29.4% | $2,342+10.9% |
| Participant deferral / active EE | $8,510 | $2,854+198.2% | $3,897+118.4% | $3,332+155.4% |
| Admin fee / account holder | $1,007 | $3,840-73.8% | $5,194-80.6% | $4,645-78.3% |