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 | $128,136 | $81,460+57.3% | $103,333+24.0% | $80,856+58.5% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 12.73% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,506 | $3,105+77.3% | $3,868+42.3% | $2,755+99.9% |
| Participant deferral / active EE | $8,000 | $3,869+106.8% | $5,057+58.2% | $4,296+86.2% |
| Admin fee / account holder | $16,421 | $6,566+150.1% | $8,355+96.5% | $6,918+137.4% |