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 | $142,111 | $89,753+58.3% | $107,525+32.2% | $84,808+67.6% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 15.90% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,888 | $3,113+89.1% | $3,754+56.9% | $2,631+123.8% |
| Participant deferral / active EE | $10,434 | $4,056+157.2% | $5,116+104.0% | $4,212+147.7% |
| Admin fee / account holder | $3,133 | $7,222-56.6% | $8,919-64.9% | $7,344-57.3% |