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 | $142,992 | $54,762+161.1% | $90,281+58.4% | $72,985+95.9% |
| Participation rate | 97.4% | 65.1%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 20.26% | 30.63%-10.4pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $10,526 | $2,092+403.1% | $2,854+268.8% | $2,440+331.4% |
| Participant deferral / active EE | $11,230 | $2,887+289.0% | $3,885+189.0% | $3,607+211.3% |
| Admin fee / account holder | $8,372 | $3,972+110.8% | $5,351+56.4% | $5,124+63.4% |