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 | $141,089 | $72,492+94.6% | $87,100+62.0% | $72,985+93.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 24.14% | 24.46%-0.3pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,425 | $1,894+133.6% | $2,521+75.5% | $2,440+81.3% |
| Participant deferral / active EE | $2,449 | $3,270-25.1% | $4,049-39.5% | $3,607-32.1% |
| Admin fee / account holder | $14,683 | $5,055+190.5% | $7,497+95.9% | $5,124+186.5% |