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 | $129,612 | $89,355+45.1% | $141,162-8.2% | $72,985+77.6% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | 28.75% | 111.85%-83.1pp | 71.39%-42.6pp | 81.00%-52.3pp |
| Employer contribution / active EE | $17,633 | $3,114+466.2% | $4,735+272.4% | $2,440+622.7% |
| Participant deferral / active EE | $13,414 | $5,418+147.6% | $6,709+99.9% | $3,607+271.8% |
| Admin fee / account holder | $10,383 | $5,958+74.3% | $10,261+1.2% | $5,124+102.6% |