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 8-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 | $106,926 | $85,202+25.5% | $172,739-38.1% | $72,985+46.5% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 24.34% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $6,324 | $3,324+90.2% | $5,143+23.0% | $2,440+159.2% |
| Participant deferral / active EE | $10,188 | $3,260+212.5% | $5,198+96.0% | $3,607+182.4% |
| Admin fee / account holder | $1,722 | $5,884-70.7% | $13,954-87.7% | $5,124-66.4% |