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 | $127,725 | $100,041+27.7% | $149,718-14.7% | $70,131+82.1% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 14.44% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $7,723 | $3,662+110.9% | $5,445+41.8% | $2,342+229.7% |
| Participant deferral / active EE | $5,692 | $4,983+14.2% | $6,569-13.3% | $3,332+70.8% |
| Admin fee / account holder | $10,020 | $8,286+20.9% | $11,283-11.2% | $4,645+115.7% |