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 | $118,402 | $63,346+86.9% | $92,233+28.4% | $70,131+68.8% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 13.58% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,977 | $2,471+20.5% | $3,679-19.1% | $2,342+27.1% |
| Participant deferral / active EE | $6,075 | $2,854+112.9% | $3,897+55.9% | $3,332+82.3% |
| Admin fee / account holder | $17,853 | $3,840+364.9% | $5,194+243.8% | $4,645+284.3% |