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 | $120,251 | $102,317+17.5% | $146,958-18.2% | $80,856+48.7% |
| Participation rate | 95.8% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 12.89% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,395 | $3,713+72.2% | $4,933+29.6% | $2,755+132.1% |
| Participant deferral / active EE | $7,776 | $6,644+17.0% | $8,070-3.6% | $4,296+81.0% |
| Admin fee / account holder | $9,331 | $7,941+17.5% | $12,998-28.2% | $6,918+34.9% |