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 | $133,371 | $86,286+54.6% | $111,297+19.8% | $85,850+55.4% |
| Participation rate | 92.7% | 73.3%+19.4pp | 77.3%+15.4pp | 69.3%+23.4pp |
| Annual return | 12.19% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,427 | $2,043+18.8% | $2,731-11.2% | $2,565-5.4% |
| Participant deferral / active EE | $6,076 | $3,641+66.9% | $4,487+35.4% | $3,952+53.8% |
| Admin fee / account holder | $22,689 | $8,188+177.1% | $7,964+184.9% | $6,260+262.4% |