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 | $123,801 | $85,202+45.3% | $172,739-28.3% | $72,985+69.6% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 20.70% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,554 | $3,324+97.1% | $5,143+27.4% | $2,440+168.6% |
| Participant deferral / active EE | $4,801 | $3,260+47.3% | $5,198-7.6% | $3,607+33.1% |
| Admin fee / account holder | $912 | $5,884-84.5% | $13,954-93.5% | $5,124-82.2% |