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 | $136,553 | $93,571+45.9% | $135,903+0.5% | $75,163+81.7% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 20.62% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $7,353 | $3,537+107.9% | $4,856+51.4% | $2,670+175.4% |
| Participant deferral / active EE | $5,939 | $6,404-7.3% | $7,758-23.4% | $4,125+44.0% |
| Admin fee / account holder | $5,838 | $6,975-16.3% | $10,762-45.8% | $5,651+3.3% |