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 | $126,471 | $48,795+159.2% | $65,493+93.1% | $84,808+49.1% |
| Participation rate | 82.3% | 67.0%+15.3pp | 73.1%+9.2pp | 68.3%+13.9pp |
| Annual return | 14.99% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,089 | $1,930+60.1% | $2,574+20.0% | $2,631+17.4% |
| Participant deferral / active EE | $4,817 | $2,928+64.5% | $3,961+21.6% | $4,212+14.4% |
| Admin fee / account holder | $10,551 | $3,877+172.1% | $5,028+109.8% | $7,344+43.7% |