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 | $126,469 | $57,354+120.5% | $83,848+50.8% | $64,186+97.0% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | 5.51% | 11.38%-5.9pp | 850.88%-845.4pp | 7.63%-2.1pp |
| Employer contribution / active EE | $4,054 | $2,545+59.3% | $3,631+11.7% | $2,381+70.3% |
| Participant deferral / active EE | $2,775 | $2,993-7.3% | $4,082-32.0% | $3,470-20.0% |
| Admin fee / account holder | $11,117 | $4,046+174.8% | $5,478+102.9% | $4,888+127.4% |