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 | $131,386 | $53,127+147.3% | $86,590+51.7% | $70,131+87.3% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 16.30% | 27.66%-11.4pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,128 | $2,068+2.9% | $2,839-25.1% | $2,342-9.2% |
| Participant deferral / active EE | $8,015 | $2,696+197.3% | $3,609+122.1% | $3,332+140.6% |
| Admin fee / account holder | $9,765 | $3,585+172.3% | $4,906+99.1% | $4,645+110.2% |