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 | $118,533 | $85,766+38.2% | $136,294-13.0% | $70,131+69.0% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 20.33% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $5,254 | $2,966+77.1% | $4,695+11.9% | $2,342+124.3% |
| Participant deferral / active EE | $14,576 | $5,051+188.6% | $6,247+133.3% | $3,332+337.5% |
| Admin fee / account holder | $15,304 | $5,420+182.3% | $9,243+65.6% | $4,645+229.4% |