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 | $126,250 | $54,705+130.8% | $71,209+77.3% | $84,808+48.9% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 25.06% | 35.90%-10.8pp | 282.51%-257.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $6,719 | $2,158+211.4% | $2,721+146.9% | $2,631+155.4% |
| Participant deferral / active EE | $6,447 | $3,030+112.7% | $4,175+54.4% | $4,212+53.1% |
| Admin fee / account holder | $2,088 | $4,863-57.1% | $5,349-61.0% | $7,344-71.6% |