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 | $132,318 | $77,314+71.1% | $177,989-25.7% | $80,856+63.6% |
| Participation rate | 93.3% | 65.7%+27.6pp | 77.1%+16.2pp | 67.6%+25.7pp |
| Annual return | 21.87% | 18.09%+3.8pp | 294.48%-272.6pp | 35.59%-13.7pp |
| Employer contribution / active EE | $6,485 | $2,292+182.9% | $3,949+64.2% | $2,755+135.4% |
| Participant deferral / active EE | $17,454 | $4,411+295.7% | $6,276+178.1% | $4,296+306.3% |
| Admin fee / account holder | $1,393 | $7,191-80.6% | $10,363-86.6% | $6,918-79.9% |