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 | $113,298 | $100,923+12.3% | $150,045-24.5% | $74,304+52.5% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.3%+4.5pp | 60.3%+26.4pp |
| Annual return | 30.74% | 51.77%-21.0pp | 62.55%-31.8pp | 29.43%+1.3pp |
| Employer contribution / active EE | $10,414 | $3,463+200.7% | $4,693+121.9% | $2,241+364.7% |
| Participant deferral / active EE | $16,556 | $6,709+146.8% | $7,997+107.0% | $3,767+339.5% |
| Admin fee / account holder | $3,998 | $2,767+44.5% | $13,435-70.2% | $2,969+34.7% |