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 | $112,377 | $85,202+31.9% | $172,739-34.9% | $72,985+54.0% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $6,103 | $3,324+83.6% | $5,143+18.7% | $2,440+150.1% |
| Participant deferral / active EE | $4,703 | $3,260+44.2% | $5,198-9.5% | $3,607+30.4% |
| Admin fee / account holder | $17,098 | $5,884+190.6% | $13,954+22.5% | $5,124+233.7% |