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 | $122,936 | $85,202+44.3% | $172,739-28.8% | $72,985+68.4% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 22.98% | 27.32%-4.3pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $7,345 | $3,324+120.9% | $5,143+42.8% | $2,440+201.0% |
| Participant deferral / active EE | $5,815 | $3,260+78.4% | $5,198+11.9% | $3,607+61.2% |
| Admin fee / account holder | $1,684 | $5,884-71.4% | $13,954-87.9% | $5,124-67.1% |