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 | $127,186 | $79,944+59.1% | $98,439+29.2% | $75,163+69.2% |
| Participation rate | 93.8% | 70.4%+23.5pp | 75.2%+18.7pp | 67.2%+26.7pp |
| Annual return | 17.94% | 19.75%-1.8pp | 21.16%-3.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,162 | $2,264-4.5% | $3,048-29.1% | $2,670-19.0% |
| Participant deferral / active EE | $5,489 | $3,752+46.3% | $4,738+15.8% | $4,125+33.1% |
| Admin fee / account holder | $8,377 | $6,840+22.5% | $8,948-6.4% | $5,651+48.2% |