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 | $125,571 | $71,050+76.7% | $93,606+34.1% | $80,856+55.3% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 13.15% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,302 | $1,564+239.0% | $2,420+119.1% | $2,755+92.4% |
| Participant deferral / active EE | $15,875 | $4,034+293.6% | $4,411+259.9% | $4,296+269.5% |
| Admin fee / account holder | $17,470 | $6,945+151.6% | $8,285+110.9% | $6,918+152.5% |