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 | $137,726 | $39,019+253.0% | $80,716+70.6% | $85,850+60.4% |
| Participation rate | 81.4% | 41.5%+39.9pp | 54.2%+27.2pp | 69.3%+12.1pp |
| Annual return | 15.29% | 26.27%-11.0pp | 87.28%-72.0pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,029 | $722+42.5% | $1,160-11.3% | $2,565-59.9% |
| Participant deferral / active EE | $5,908 | $1,326+345.7% | $2,146+175.3% | $3,952+49.5% |
| Admin fee / account holder | $4,994 | $2,431+105.5% | $3,380+47.8% | $6,260-20.2% |