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 | $129,809 | $65,395+98.5% | $182,532-28.9% | $72,985+77.9% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 28.18% | 27.68%+0.5pp | 148.54%-120.4pp | 81.00%-52.8pp |
| Employer contribution / active EE | $4,434 | $1,911+132.0% | $4,076+8.8% | $2,440+81.7% |
| Participant deferral / active EE | $10,485 | $3,563+194.3% | $5,524+89.8% | $3,607+190.7% |
| Admin fee / account holder | $1,493 | $4,245-64.8% | $8,592-82.6% | $5,124-70.9% |