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 | $121,914 | $67,411+80.9% | $91,001+34.0% | $70,131+73.8% |
| Participation rate | 89.1% | 71.4%+17.7pp | 75.6%+13.5pp | 69.5%+19.5pp |
| Annual return | 14.19% | -40.16%+54.4pp | 4.60%+9.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $11,383 | $1,786+537.3% | $2,456+363.5% | $2,342+385.9% |
| Participant deferral / active EE | $6,756 | $2,823+139.4% | $3,547+90.5% | $3,332+102.8% |
| Admin fee / account holder | $6,508 | $4,236+53.6% | $5,417+20.1% | $4,645+40.1% |