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 | $131,655 | $79,944+64.7% | $98,439+33.7% | $75,163+75.2% |
| Participation rate | 86.0% | 70.4%+15.6pp | 75.2%+10.8pp | 67.2%+18.8pp |
| Annual return | 17.13% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,442 | $2,264+140.4% | $3,048+78.5% | $2,670+103.8% |
| Participant deferral / active EE | $10,387 | $3,752+176.8% | $4,738+119.2% | $4,125+151.8% |
| Admin fee / account holder | $4,015 | $6,840-41.3% | $8,948-55.1% | $5,651-29.0% |