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 | $130,053 | $58,208+123.4% | $81,812+59.0% | $80,856+60.8% |
| Participation rate | 83.9% | 63.4%+20.5pp | 72.3%+11.6pp | 67.6%+16.3pp |
| Annual return | 13.59% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,344 | $2,340+128.4% | $2,912+83.5% | $2,755+94.0% |
| Participant deferral / active EE | $5,681 | $3,281+73.2% | $4,319+31.6% | $4,296+32.3% |
| Admin fee / account holder | $4,391 | $4,981-11.9% | $7,386-40.6% | $6,918-36.5% |