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 | $125,048 | $109,881+13.8% | $150,045-16.7% | $84,808+47.4% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 22.82% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $9,133 | $3,561+156.5% | $4,693+94.6% | $2,631+247.1% |
| Participant deferral / active EE | $10,987 | $6,636+65.6% | $7,997+37.4% | $4,212+160.9% |
| Admin fee / account holder | $4,327 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |