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 | $133,119 | $56,897+134.0% | $84,750+57.1% | $62,891+111.7% |
| Participation rate | 97.8% | 68.5%+29.3pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 13.72% | 6.30%+7.4pp | 22.78%-9.1pp | 20.14%-6.4pp |
| Employer contribution / active EE | $6,076 | $2,400+153.2% | $3,574+70.0% | $2,281+166.4% |
| Participant deferral / active EE | $4,718 | $2,709+74.1% | $3,712+27.1% | $3,203+47.3% |
| Admin fee / account holder | $16,374 | $3,581+357.3% | $5,332+207.1% | $4,296+281.2% |