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 | $122,000 | $96,635+26.2% | $86,612+40.9% | $139,434-12.5% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.2pp |
| Annual return | 15.24% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,981 | $3,263-39.3% | $3,022-34.5% | $4,751-58.3% |
| Participant deferral / active EE | $6,350 | $4,836+31.3% | $4,438+43.1% | $6,710-5.4% |
| Admin fee / account holder | $7,909 | $6,408+23.4% | $5,614+40.9% | $11,403-30.6% |