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 | $123,169 | $98,750+24.7% | $149,696-17.7% | $79,858+54.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 19.05% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,504 | $3,216-53.2% | $4,644-67.6% | $2,471-39.1% |
| Participant deferral / active EE | $8,041 | $5,680+41.6% | $6,842+17.5% | $3,740+115.0% |
| Admin fee / account holder | $26,931 | $6,053+345.0% | $9,309+189.3% | $5,306+407.5% |