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 | $123,790 | $85,766+44.3% | $136,294-9.2% | $70,131+76.5% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 14.95% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,988 | $2,966+0.7% | $4,695-36.4% | $2,342+27.6% |
| Participant deferral / active EE | $7,219 | $5,051+42.9% | $6,247+15.6% | $3,332+116.7% |
| Admin fee / account holder | $18,401 | $5,420+239.5% | $9,243+99.1% | $4,645+296.1% |