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 | $112,284 | $53,516+109.8% | $126,539-11.3% | $84,808+32.4% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 20.74% | 58.34%-37.6pp | 425.95%-405.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,158 | $1,535+105.8% | $3,674-14.0% | $2,631+20.0% |
| Participant deferral / active EE | $5,254 | $2,671+96.7% | $4,083+28.7% | $4,212+24.7% |
| Admin fee / account holder | $21,504 | $4,497+378.2% | $6,065+254.6% | $7,344+192.8% |