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 | $124,711 | $109,881+13.5% | $150,045-16.9% | $84,808+47.1% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.24% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $11,714 | $3,561+228.9% | $4,693+149.6% | $2,631+345.3% |
| Participant deferral / active EE | $11,312 | $6,636+70.5% | $7,997+41.5% | $4,212+168.6% |
| Admin fee / account holder | $59,739 | $8,568+597.2% | $13,435+344.7% | $7,344+713.5% |