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 | $134,590 | $71,050+89.4% | $93,606+43.8% | $80,856+66.5% |
| Participation rate | 97.3% | 60.4%+36.9pp | 68.7%+28.6pp | 67.6%+29.7pp |
| Annual return | 11.31% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,028 | $1,564+157.6% | $2,420+66.4% | $2,755+46.2% |
| Participant deferral / active EE | $6,654 | $4,034+65.0% | $4,411+50.8% | $4,296+54.9% |
| Admin fee / account holder | $16,080 | $6,945+131.5% | $8,285+94.1% | $6,918+132.4% |