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 | $132,455 | $109,881+20.5% | $150,045-11.7% | $84,808+56.2% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 14.49% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,650 | $3,561+86.7% | $4,693+41.7% | $2,631+152.7% |
| Participant deferral / active EE | $3,222 | $6,636-51.4% | $7,997-59.7% | $4,212-23.5% |
| Admin fee / account holder | $29,631 | $8,568+245.8% | $13,435+120.6% | $7,344+303.5% |