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 | $127,923 | $93,571+36.7% | $135,903-5.9% | $75,163+70.2% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.0pp | 67.2%+13.7pp |
| Annual return | 21.31% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $5,380 | $3,537+52.1% | $4,856+10.8% | $2,670+101.5% |
| Participant deferral / active EE | $10,354 | $6,404+61.7% | $7,758+33.5% | $4,125+151.0% |
| Admin fee / account holder | $2,348 | $6,975-66.3% | $10,762-78.2% | $5,651-58.5% |