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 | $114,037 | $79,944+42.6% | $98,439+15.8% | $75,163+51.7% |
| Participation rate | 94.6% | 70.4%+24.3pp | 75.2%+19.5pp | 67.2%+27.5pp |
| Annual return | 14.37% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,549 | $2,264+100.9% | $3,048+49.2% | $2,670+70.4% |
| Participant deferral / active EE | $7,652 | $3,752+104.0% | $4,738+61.5% | $4,125+85.5% |
| Admin fee / account holder | $12,397 | $6,840+81.3% | $8,948+38.6% | $5,651+119.4% |