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 | $139,187 | $85,766+62.3% | $136,294+2.1% | $70,131+98.5% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 15.27% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,483 | $2,966+17.4% | $4,695-25.8% | $2,342+48.7% |
| Participant deferral / active EE | $9,064 | $5,051+79.4% | $6,247+45.1% | $3,332+172.1% |
| Admin fee / account holder | $4,132 | $5,420-23.8% | $9,243-55.3% | $4,645-11.1% |