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 | $123,869 | $48,795+153.9% | $65,493+89.1% | $84,808+46.1% |
| Participation rate | 97.6% | 67.0%+30.6pp | 73.1%+24.5pp | 68.3%+29.2pp |
| Annual return | 12.88% | 20.20%-7.3pp | 982.45%-969.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,251 | $1,930+275.8% | $2,574+181.7% | $2,631+175.6% |
| Participant deferral / active EE | $6,749 | $2,928+130.5% | $3,961+70.4% | $4,212+60.3% |
| Admin fee / account holder | $12,977 | $3,877+234.7% | $5,028+158.1% | $7,344+76.7% |