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 | $137,279 | $109,413+25.5% | $156,263-12.1% | $84,808+61.9% |
| Participation rate | 86.3% | 72.7%+13.6pp | 78.9%+7.4pp | 68.3%+18.0pp |
| Annual return | 29.75% | 20.18%+9.6pp | 59.47%-29.7pp | 40.90%-11.2pp |
| Employer contribution / active EE | $5,144 | $2,907+77.0% | $4,333+18.7% | $2,631+95.5% |
| Participant deferral / active EE | $13,092 | $4,590+185.3% | $6,158+112.6% | $4,212+210.9% |
| Admin fee / account holder | $7,135 | $9,357-23.7% | $14,255-49.9% | $7,344-2.8% |