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 | $118,508 | $98,750+20.0% | $149,696-20.8% | $79,858+48.4% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 16.78% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,321 | $3,216+65.4% | $4,644+14.6% | $2,471+115.4% |
| Participant deferral / active EE | $10,825 | $5,680+90.6% | $6,842+58.2% | $3,740+189.4% |
| Admin fee / account holder | $10,673 | $6,053+76.3% | $9,309+14.7% | $5,306+101.1% |