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 | $123,870 | $109,359+13.3% | $162,163-23.6% | $72,985+69.7% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 19.61% | 25.46%-5.8pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $8,849 | $3,907+126.5% | $5,614+57.6% | $2,440+262.7% |
| Participant deferral / active EE | $10,794 | $5,481+96.9% | $7,298+47.9% | $3,607+199.2% |
| Admin fee / account holder | $875 | $7,972-89.0% | $10,843-91.9% | $5,124-82.9% |