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 | $116,482 | $85,766+35.8% | $136,294-14.5% | $70,131+66.1% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 19.75% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,875 | $2,966+30.7% | $4,695-17.5% | $2,342+65.4% |
| Participant deferral / active EE | $9,044 | $5,051+79.0% | $6,247+44.8% | $3,332+171.5% |
| Admin fee / account holder | $853 | $5,420-84.3% | $9,243-90.8% | $4,645-81.6% |