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 | $115,911 | $46,553+149.0% | $64,056+81.0% | $75,163+54.2% |
| Participation rate | 94.9% | 65.9%+28.9pp | 72.3%+22.6pp | 67.2%+27.7pp |
| Annual return | 14.23% | 26.03%-11.8pp | 33.69%-19.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,076 | $1,974+157.2% | $2,747+84.8% | $2,670+90.1% |
| Participant deferral / active EE | $5,715 | $2,837+101.5% | $3,880+47.3% | $4,125+38.5% |
| Admin fee / account holder | $4,678 | $2,952+58.5% | $3,068+52.5% | $5,651-17.2% |