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 | $126,609 | $63,346+99.9% | $92,233+37.3% | $70,131+80.5% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 13.41% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $5,294 | $2,471+114.2% | $3,679+43.9% | $2,342+126.0% |
| Participant deferral / active EE | $2,351 | $2,854-17.6% | $3,897-39.7% | $3,332-29.4% |
| Admin fee / account holder | $19,197 | $3,840+399.9% | $5,194+269.6% | $4,645+313.3% |