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 | $105,056 | $89,355+17.6% | $141,162-25.6% | $72,985+43.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 21.32% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,795 | $3,114+150.3% | $4,735+64.6% | $2,440+219.5% |
| Participant deferral / active EE | $14,915 | $5,418+175.3% | $6,709+122.3% | $3,607+313.4% |
| Admin fee / account holder | $1,478 | $5,958-75.2% | $10,261-85.6% | $5,124-71.2% |