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 9-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 | $129,688 | $65,365+98.4% | $92,893+39.6% | $72,985+77.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 19.78% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,383 | $2,594+30.4% | $3,653-7.4% | $2,440+38.7% |
| Participant deferral / active EE | $3,009 | $3,128-3.8% | $4,236-29.0% | $3,607-16.6% |
| Admin fee / account holder | $24,088 | $4,251+466.6% | $5,794+315.8% | $5,124+370.1% |