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 | $133,590 | $87,013+53.5% | $106,213+25.8% | $80,856+65.2% |
| Participation rate | 83.7% | 70.4%+13.2pp | 75.3%+8.4pp | 67.6%+16.0pp |
| Annual return | 13.36% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,520 | $2,395+130.5% | $3,171+74.1% | $2,755+100.4% |
| Participant deferral / active EE | $10,615 | $3,986+166.3% | $5,016+111.6% | $4,296+147.1% |
| Admin fee / account holder | $30,771 | $8,431+264.9% | $11,033+178.9% | $6,918+344.8% |