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 | $132,111 | $65,365+102.1% | $92,893+42.2% | $72,985+81.0% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 20.38% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,515 | $2,594+74.0% | $3,653+23.6% | $2,440+85.1% |
| Participant deferral / active EE | $3,282 | $3,128+4.9% | $4,236-22.5% | $3,607-9.0% |
| Admin fee / account holder | $20,585 | $4,251+384.2% | $5,794+255.3% | $5,124+301.7% |