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 | $127,810 | $109,881+16.3% | $150,045-14.8% | $84,808+50.7% |
| Participation rate | 94.5% | 76.1%+18.5pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 20.40% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $7,883 | $3,561+121.4% | $4,693+68.0% | $2,631+199.6% |
| Participant deferral / active EE | $15,077 | $6,636+127.2% | $7,997+88.5% | $4,212+258.0% |
| Admin fee / account holder | $9,717 | $8,568+13.4% | $13,435-27.7% | $7,344+32.3% |