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 | $117,280 | $57,541+103.8% | $95,745+22.5% | $75,163+56.0% |
| Participation rate | 84.4% | 62.5%+21.9pp | 72.3%+12.1pp | 67.2%+17.2pp |
| Annual return | 15.88% | 34.93%-19.0pp | 28.35%-12.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $14,736 | $1,808+715.2% | $2,835+419.9% | $2,670+452.0% |
| Participant deferral / active EE | $3,215 | $3,074+4.6% | $4,245-24.3% | $4,125-22.1% |
| Admin fee / account holder | $37,594 | $4,099+817.2% | $5,678+562.1% | $5,651+565.3% |