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 | $143,470 | $80,717+77.7% | $154,803-7.3% | $84,808+69.2% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 15.99% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,863 | $2,761+148.6% | $4,305+59.4% | $2,631+160.9% |
| Participant deferral / active EE | $5,369 | $3,303+62.5% | $5,540-3.1% | $4,212+27.5% |
| Admin fee / account holder | $1,813 | $6,746-73.1% | $14,329-87.3% | $7,344-75.3% |