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 | $128,268 | $89,355+43.6% | $141,162-9.1% | $72,985+75.7% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 20.81% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $6,548 | $3,114+110.2% | $4,735+38.3% | $2,440+168.4% |
| Participant deferral / active EE | $13,207 | $5,418+143.8% | $6,709+96.9% | $3,607+266.1% |
| Admin fee / account holder | $19,302 | $5,958+224.0% | $10,261+88.1% | $5,124+276.7% |