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 | $137,940 | $93,170+48.1% | $100,534+37.2% | $84,808+62.7% |
| Participation rate | 91.3% | 75.8%+15.5pp | 80.6%+10.7pp | 68.3%+23.0pp |
| Annual return | 25.22% | 47.13%-21.9pp | 32.66%-7.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $7,492 | $3,985+88.0% | $4,346+72.4% | $2,631+184.8% |
| Participant deferral / active EE | $15,347 | $5,699+169.3% | $6,144+149.8% | $4,212+264.4% |
| Admin fee / account holder | $13,206 | $7,382+78.9% | $7,654+72.5% | $7,344+79.8% |