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 | $140,581 | $89,753+56.6% | $107,525+30.7% | $84,808+65.8% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 12.92% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,217 | $3,113+35.4% | $3,754+12.3% | $2,631+60.3% |
| Participant deferral / active EE | $8,875 | $4,056+118.8% | $5,116+73.5% | $4,212+110.7% |
| Admin fee / account holder | $17,108 | $7,222+136.9% | $8,919+91.8% | $7,344+133.0% |