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 | $133,828 | $60,124+122.6% | $90,404+48.0% | $79,858+67.6% |
| Participation rate | 89.4% | 65.0%+24.4pp | 72.7%+16.7pp | 69.6%+19.7pp |
| Annual return | 14.16% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,003 | $2,068+93.6% | $3,262+22.7% | $2,471+62.0% |
| Participant deferral / active EE | $7,086 | $2,938+141.2% | $3,963+78.8% | $3,740+89.5% |
| Admin fee / account holder | $17,292 | $3,976+334.9% | $5,611+208.2% | $5,306+225.9% |