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 | $105,441 | $85,202+23.8% | $172,739-39.0% | $72,985+44.5% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 20.23% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,968 | $3,324+139.7% | $5,143+54.9% | $2,440+226.6% |
| Participant deferral / active EE | $4,781 | $3,260+46.6% | $5,198-8.0% | $3,607+32.5% |
| Admin fee / account holder | $681 | $5,884-88.4% | $13,954-95.1% | $5,124-86.7% |