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 | $136,775 | $98,750+38.5% | $149,696-8.6% | $79,858+71.3% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 16.36% | 27.43%-11.1pp | 276.60%-260.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,191 | $3,216-0.8% | $4,644-31.3% | $2,471+29.2% |
| Participant deferral / active EE | $8,885 | $5,680+56.4% | $6,842+29.9% | $3,740+137.6% |
| Admin fee / account holder | $2,488 | $6,053-58.9% | $9,309-73.3% | $5,306-53.1% |