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 | $130,738 | $99,985+30.8% | $146,665-10.9% | $85,850+52.3% |
| Participation rate | 93.5% | 73.1%+20.5pp | 80.1%+13.5pp | 69.3%+24.2pp |
| Annual return | 13.61% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,128 | $2,559-55.9% | $4,136-72.7% | $2,565-56.0% |
| Participant deferral / active EE | $5,801 | $4,006+44.8% | $5,506+5.4% | $3,952+46.8% |
| Admin fee / account holder | $2,432 | $7,702-68.4% | $10,280-76.3% | $6,260-61.2% |