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 7-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 | $126,892 | $98,750+28.5% | $149,696-15.2% | $79,858+58.9% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 19.95% | 27.43%-7.5pp | 276.60%-256.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $3,014 | $3,216-6.3% | $4,644-35.1% | $2,471+22.0% |
| Participant deferral / active EE | $5,888 | $5,680+3.7% | $6,842-13.9% | $3,740+57.4% |
| Admin fee / account holder | $4,887 | $6,053-19.3% | $9,309-47.5% | $5,306-7.9% |