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 | $139,266 | $93,571+48.8% | $135,903+2.5% | $75,163+85.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 21.40% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $12,046 | $3,537+240.6% | $4,856+148.1% | $2,670+351.2% |
| Participant deferral / active EE | $14,115 | $6,404+120.4% | $7,758+81.9% | $4,125+242.2% |
| Admin fee / account holder | $3,278 | $6,975-53.0% | $10,762-69.5% | $5,651-42.0% |