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 | $128,775 | $59,101+117.9% | $77,163+66.9% | $75,163+71.3% |
| Participation rate | 94.3% | 63.9%+30.4pp | 69.6%+24.7pp | 67.2%+27.1pp |
| Annual return | 17.49% | 26.71%-9.2pp | 37.87%-20.4pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,431 | $1,995-28.3% | $2,535-43.6% | $2,670-46.4% |
| Participant deferral / active EE | $9,292 | $2,999+209.8% | $3,833+142.4% | $4,125+125.3% |
| Admin fee / account holder | $25,416 | $4,774+432.4% | $5,472+364.5% | $5,651+349.8% |