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 | $131,619 | $89,753+46.6% | $107,525+22.4% | $84,808+55.2% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,347 | $3,113-56.7% | $3,754-64.1% | $2,631-48.8% |
| Participant deferral / active EE | $5,527 | $4,056+36.3% | $5,116+8.0% | $4,212+31.2% |
| Admin fee / account holder | $47,369 | $7,222+555.9% | $8,919+431.1% | $7,344+545.0% |