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 | $134,338 | $89,355+50.3% | $141,162-4.8% | $72,985+84.1% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 22.62% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,140 | $3,114+32.9% | $4,735-12.6% | $2,440+69.7% |
| Participant deferral / active EE | $6,154 | $5,418+13.6% | $6,709-8.3% | $3,607+70.6% |
| Admin fee / account holder | $19,593 | $5,958+228.8% | $10,261+90.9% | $5,124+282.3% |