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 | $120,283 | $91,190+31.9% | $178,490-32.6% | $79,858+50.6% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 12.24% | 24.19%-12.0pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $8,613 | $3,256+164.5% | $5,011+71.9% | $2,471+248.6% |
| Participant deferral / active EE | $5,216 | $3,236+61.2% | $5,202+0.3% | $3,740+39.5% |
| Admin fee / account holder | $38,141 | $6,751+465.0% | $13,984+172.8% | $5,306+618.8% |