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 | $142,485 | $89,753+58.8% | $107,525+32.5% | $84,808+68.0% |
| Participation rate | 92.7% | 68.1%+24.7pp | 75.1%+17.7pp | 68.3%+24.4pp |
| Annual return | 15.33% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $11,268 | $3,113+261.9% | $3,754+200.2% | $2,631+328.3% |
| Participant deferral / active EE | $8,889 | $4,056+119.2% | $5,116+73.8% | $4,212+111.1% |
| Admin fee / account holder | $14,017 | $7,222+94.1% | $8,919+57.2% | $7,344+90.9% |