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 | $129,318 | $72,012+79.6% | $185,823-30.4% | $79,858+61.9% |
| Participation rate | 96.7% | 65.8%+30.9pp | 78.0%+18.6pp | 69.6%+27.0pp |
| Annual return | 16.29% | 23.12%-6.8pp | 35.95%-19.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,513 | $1,965+231.5% | $4,087+59.3% | $2,471+163.6% |
| Participant deferral / active EE | $7,310 | $3,779+93.5% | $5,632+29.8% | $3,740+95.5% |
| Admin fee / account holder | $5,852 | $4,513+29.7% | $9,500-38.4% | $5,306+10.3% |