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 | $124,399 | $77,899+59.7% | $149,673-16.9% | $75,163+65.5% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 18.26% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,837 | $3,137+54.2% | $4,818+0.4% | $2,670+81.2% |
| Participant deferral / active EE | $6,448 | $3,411+89.0% | $5,680+13.5% | $4,125+56.3% |
| Admin fee / account holder | $2,073 | $5,956-65.2% | $13,210-84.3% | $5,651-63.3% |