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 | $114,001 | $54,705+108.4% | $71,209+60.1% | $84,808+34.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 13.94% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,764 | $2,158+167.1% | $2,721+111.9% | $2,631+119.1% |
| Participant deferral / active EE | $11,941 | $3,030+294.0% | $4,175+186.0% | $4,212+183.5% |
| Admin fee / account holder | $2,379 | $4,863-51.1% | $5,349-55.5% | $7,344-67.6% |