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 | $126,204 | $85,766+47.1% | $136,294-7.4% | $70,131+80.0% |
| Participation rate | 96.4% | 74.2%+22.2pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 19.77% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,678 | $2,966-9.7% | $4,695-43.0% | $2,342+14.3% |
| Participant deferral / active EE | $8,960 | $5,051+77.4% | $6,247+43.4% | $3,332+168.9% |
| Admin fee / account holder | $8,742 | $5,420+61.3% | $9,243-5.4% | $4,645+88.2% |