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 | $132,700 | $81,460+62.9% | $103,333+28.4% | $80,856+64.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 13.67% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,234 | $3,105+68.6% | $3,868+35.3% | $2,755+90.0% |
| Participant deferral / active EE | $11,473 | $3,869+196.6% | $5,057+126.8% | $4,296+167.1% |
| Admin fee / account holder | $13,187 | $6,566+100.8% | $8,355+57.8% | $6,918+90.6% |