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 7-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 | $123,715 | $65,041+90.2% | $90,951+36.0% | $79,858+54.9% |
| Participation rate | 95.3% | 61.6%+33.7pp | 69.0%+26.3pp | 69.6%+25.7pp |
| Annual return | 15.64% | 30.45%-14.8pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,615 | $1,247+270.0% | $2,122+117.5% | $2,471+86.8% |
| Participant deferral / active EE | $9,801 | $2,512+290.2% | $3,373+190.6% | $3,740+162.1% |
| Admin fee / account holder | $5,230 | $4,536+15.3% | $5,959-12.2% | $5,306-1.4% |