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 9-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 | $130,495 | $85,766+52.2% | $136,294-4.3% | $70,131+86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,108 | $2,966+4.8% | $4,695-33.8% | $2,342+32.7% |
| Participant deferral / active EE | $7,319 | $5,051+44.9% | $6,247+17.2% | $3,332+119.7% |
| Admin fee / account holder | $3,812 | $5,420-29.7% | $9,243-58.8% | $4,645-17.9% |