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 | $120,548 | $77,899+54.7% | $149,673-19.5% | $75,163+60.4% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 16.04% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,362 | $3,137+134.7% | $4,818+52.8% | $2,670+175.8% |
| Participant deferral / active EE | $11,681 | $3,411+242.5% | $5,680+105.7% | $4,125+183.2% |
| Admin fee / account holder | $10,513 | $5,956+76.5% | $13,210-20.4% | $5,651+86.0% |