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 | $101,072 | $77,899+29.7% | $149,673-32.5% | $75,163+34.5% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 15.81% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $7,338 | $3,137+133.9% | $4,818+52.3% | $2,670+174.9% |
| Participant deferral / active EE | $4,657 | $3,411+36.5% | $5,680-18.0% | $4,125+12.9% |
| Admin fee / account holder | $29,147 | $5,956+389.4% | $13,210+120.6% | $5,651+415.8% |