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 | $119,253 | $78,705+51.5% | $117,854+1.2% | $70,131+70.0% |
| Participation rate | 93.9% | 73.2%+20.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 17.89% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,762 | $2,223-20.7% | $3,786-53.5% | $2,342-24.8% |
| Participant deferral / active EE | $8,536 | $3,297+158.9% | $4,482+90.5% | $3,332+156.2% |
| Admin fee / account holder | $7,987 | $5,065+57.7% | $8,020-0.4% | $4,645+71.9% |