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 | $140,833 | $109,413+28.7% | $156,263-9.9% | $84,808+66.1% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 29.88% | 20.18%+9.7pp | 59.47%-29.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $4,898 | $2,907+68.5% | $4,333+13.0% | $2,631+86.2% |
| Participant deferral / active EE | $7,333 | $4,590+59.8% | $6,158+19.1% | $4,212+74.1% |
| Admin fee / account holder | $28,993 | $9,357+209.9% | $14,255+103.4% | $7,344+294.8% |