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 | $126,016 | $91,552+37.6% | $133,956-5.9% | $79,858+57.8% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 18.29% | 61.85%-43.6pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $790 | $2,384-66.8% | $3,919-79.8% | $2,471-68.0% |
| Participant deferral / active EE | $7,189 | $3,733+92.6% | $5,048+42.4% | $3,740+92.2% |
| Admin fee / account holder | $13,175 | $6,321+108.4% | $8,927+47.6% | $5,306+148.3% |