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 | $119,951 | $109,881+9.2% | $150,045-20.1% | $84,808+41.4% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,727 | $3,561+32.7% | $4,693+0.7% | $2,631+79.7% |
| Participant deferral / active EE | $10,864 | $6,636+63.7% | $7,997+35.8% | $4,212+158.0% |
| Admin fee / account holder | $4,719 | $8,568-44.9% | $13,435-64.9% | $7,344-35.7% |