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 | $130,914 | $68,346+91.5% | $94,646+38.3% | $75,163+74.2% |
| Participation rate | 91.7% | 76.1%+15.6pp | 80.8%+10.8pp | 67.2%+24.5pp |
| Annual return | 15.91% | 616.93%-601.0pp | 156.71%-140.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,500 | $2,701+140.7% | $3,672+77.0% | $2,670+143.5% |
| Participant deferral / active EE | $6,332 | $6,537-3.1% | $7,418-14.6% | $4,125+53.5% |
| Admin fee / account holder | $57,223 | $5,326+974.4% | $7,231+691.4% | $5,651+912.6% |