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 | $129,852 | $95,416+36.1% | $185,823-30.1% | $85,850+51.3% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 14.19% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,627 | $3,314-50.9% | $5,167-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $5,172 | $3,423+51.1% | $5,568-7.1% | $3,952+30.9% |
| Admin fee / account holder | $13,067 | $7,213+81.2% | $16,237-19.5% | $6,260+108.7% |