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 | $130,430 | $65,395+99.4% | $182,532-28.5% | $72,985+78.7% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 69.5%+28.0pp |
| Annual return | 20.01% | 27.68%-7.7pp | 148.54%-128.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,694 | $1,911+40.9% | $4,076-33.9% | $2,440+10.4% |
| Participant deferral / active EE | $4,346 | $3,563+22.0% | $5,524-21.3% | $3,607+20.5% |
| Admin fee / account holder | $9,564 | $4,245+125.3% | $8,592+11.3% | $5,124+86.6% |