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 | $120,739 | $78,672+53.5% | $109,143+10.6% | $85,850+40.6% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 14.65% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,489 | $2,735+64.2% | $3,722+20.6% | $2,565+75.0% |
| Participant deferral / active EE | $7,252 | $3,467+109.2% | $4,653+55.9% | $3,952+83.5% |
| Admin fee / account holder | $13,094 | $5,469+139.4% | $6,752+93.9% | $6,260+109.2% |