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 | $137,645 | $100,923+36.4% | $150,045-8.3% | $74,304+85.2% |
| Participation rate | 87.9% | 70.1%+17.8pp | 82.3%+5.6pp | 60.3%+27.6pp |
| Annual return | 15.89% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.5pp |
| Employer contribution / active EE | $6,799 | $3,463+96.3% | $4,693+44.9% | $2,241+203.4% |
| Participant deferral / active EE | $10,396 | $6,709+54.9% | $7,997+30.0% | $3,767+175.9% |
| Admin fee / account holder | $1,241 | $2,767-55.2% | $13,435-90.8% | $2,969-58.2% |