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 | $127,184 | $70,669+80.0% | $169,368-24.9% | $75,163+69.2% |
| Participation rate | 78.9% | 64.8%+14.2pp | 77.1%+1.8pp | 67.2%+11.8pp |
| Annual return | 17.83% | 36.36%-18.5pp | 405.60%-387.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $5,112 | $2,211+131.2% | $4,013+27.4% | $2,670+91.5% |
| Participant deferral / active EE | $10,323 | $4,311+139.5% | $6,221+65.9% | $4,125+150.2% |
| Admin fee / account holder | $9,165 | $5,402+69.6% | $9,003+1.8% | $5,651+62.2% |