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 | $124,292 | $89,355+39.1% | $141,162-12.0% | $72,985+70.3% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 22.39% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $770 | $3,114-75.3% | $4,735-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $7,661 | $5,418+41.4% | $6,709+14.2% | $3,607+112.4% |
| Admin fee / account holder | $16,350 | $5,958+174.4% | $10,261+59.3% | $5,124+219.1% |