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 | $136,243 | $53,516+154.6% | $126,539+7.7% | $84,808+60.6% |
| Participation rate | 92.1% | 58.2%+33.9pp | 69.8%+22.3pp | 68.3%+23.8pp |
| Annual return | 13.61% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,655 | $1,535+73.0% | $3,674-27.7% | $2,631+0.9% |
| Participant deferral / active EE | $5,218 | $2,671+95.4% | $4,083+27.8% | $4,212+23.9% |
| Admin fee / account holder | $18,593 | $4,497+313.5% | $6,065+206.6% | $7,344+153.2% |