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 | $131,319 | $99,341+32.2% | $84,750+54.9% | $273,961-52.1% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 34.62% | 22.93%+11.7pp | 22.78%+11.8pp | 41.45%-6.8pp |
| Employer contribution / active EE | $8,839 | $4,214+109.8% | $3,574+147.3% | $4,869+81.5% |
| Participant deferral / active EE | $6,290 | $4,269+47.3% | $3,712+69.5% | $5,287+19.0% |
| Admin fee / account holder | $9,553 | $6,644+43.8% | $5,332+79.2% | $10,132-5.7% |