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 | $117,497 | $59,097+98.8% | $82,389+42.6% | $74,304+58.1% |
| Participation rate | 86.8% | 52.8%+34.0pp | 69.5%+17.2pp | 60.3%+26.4pp |
| Annual return | 15.77% | 22.85%-7.1pp | 28.67%-12.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $8,250 | $1,601+415.4% | $2,517+227.8% | $2,241+268.1% |
| Participant deferral / active EE | $16,597 | $2,775+498.0% | $4,155+299.5% | $3,767+340.5% |
| Admin fee / account holder | $10,953 | $4,489+144.0% | $7,231+51.5% | $2,969+268.9% |