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 | $131,298 | $72,277+81.7% | $101,248+29.7% | $79,858+64.4% |
| Participation rate | 87.2% | 68.5%+18.7pp | 75.8%+11.4pp | 69.6%+17.5pp |
| Annual return | 12.27% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,302 | $2,692+59.8% | $3,660+17.6% | $2,471+74.1% |
| Participant deferral / active EE | $9,459 | $3,282+188.2% | $4,370+116.4% | $3,740+152.9% |
| Admin fee / account holder | $29,524 | $4,400+571.0% | $5,945+396.6% | $5,306+456.4% |