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 | $117,156 | $91,552+28.0% | $133,956-12.5% | $79,858+46.7% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 11.96% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,873 | $2,384+62.5% | $3,919-1.2% | $2,471+56.8% |
| Participant deferral / active EE | $8,381 | $3,733+124.5% | $5,048+66.0% | $3,740+124.1% |
| Admin fee / account holder | $10,195 | $6,321+61.3% | $8,927+14.2% | $5,306+92.1% |