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 | $139,782 | $78,705+77.6% | $117,854+18.6% | $70,131+99.3% |
| Participation rate | 95.9% | 73.2%+22.7pp | 79.7%+16.3pp | 69.5%+26.4pp |
| Annual return | 12.69% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,693 | $2,223-23.8% | $3,786-55.3% | $2,342-27.7% |
| Participant deferral / active EE | $5,887 | $3,297+78.5% | $4,482+31.3% | $3,332+76.7% |
| Admin fee / account holder | $15,631 | $5,065+208.6% | $8,020+94.9% | $4,645+236.5% |