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 | $118,113 | $91,552+29.0% | $133,956-11.8% | $79,858+47.9% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 74.45% | 61.85%+12.6pp | 45.09%+29.4pp | 31.71%+42.7pp |
| Employer contribution / active EE | $1,965 | $2,384-17.6% | $3,919-49.9% | $2,471-20.5% |
| Participant deferral / active EE | $7,130 | $3,733+91.0% | $5,048+41.2% | $3,740+90.6% |
| Admin fee / account holder | $18,987 | $6,321+200.4% | $8,927+112.7% | $5,306+257.8% |