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 | $123,445 | $80,724+52.9% | $103,333+19.5% | $74,495+65.7% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 15.64% | 27.56%-11.9pp | 24.88%-9.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,515 | $3,157+11.3% | $3,868-9.1% | $2,623+34.0% |
| Participant deferral / active EE | $10,932 | $3,860+183.2% | $5,057+116.1% | $4,346+151.5% |
| Admin fee / account holder | $8,960 | $2,368+278.4% | $8,355+7.2% | $1,942+361.4% |