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 | $122,081 | $49,922+144.5% | $80,569+51.5% | $75,163+62.4% |
| Participation rate | 95.3% | 55.3%+40.0pp | 67.0%+28.3pp | 67.2%+28.1pp |
| Annual return | 16.24% | 34.69%-18.4pp | 935.43%-919.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,528 | $1,698-10.0% | $2,723-43.9% | $2,670-42.8% |
| Participant deferral / active EE | $6,061 | $2,990+102.7% | $4,447+36.3% | $4,125+46.9% |
| Admin fee / account holder | $7,622 | $3,577+113.1% | $5,377+41.7% | $5,651+34.9% |