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 | $128,779 | $77,813+65.5% | $123,544+4.2% | $64,186+100.6% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | 4.68% | 12.48%-7.8pp | 119.20%-114.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $5,500 | $3,014+82.5% | $4,628+18.9% | $2,381+131.0% |
| Participant deferral / active EE | $4,301 | $5,240-17.9% | $6,426-33.1% | $3,470+24.0% |
| Admin fee / account holder | $31,894 | $5,519+477.9% | $9,284+243.5% | $4,888+552.5% |