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 | $116,820 | $72,277+61.6% | $101,248+15.4% | $79,858+46.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 17.25% | 22.30%-5.1pp | 46.47%-29.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,829 | $2,692+153.7% | $3,660+86.6% | $2,471+176.4% |
| Participant deferral / active EE | $10,267 | $3,282+212.9% | $4,370+134.9% | $3,740+174.5% |
| Admin fee / account holder | $6,036 | $4,400+37.2% | $5,945+1.5% | $5,306+13.8% |