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 | $133,669 | $101,724+31.4% | $164,813-18.9% | $80,856+65.3% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 12.20% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,133 | $2,953+107.7% | $4,341+41.3% | $2,755+122.6% |
| Participant deferral / active EE | $6,726 | $4,477+50.2% | $6,031+11.5% | $4,296+56.6% |
| Admin fee / account holder | $1,751 | $8,227-78.7% | $12,690-86.2% | $6,918-74.7% |