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 | $124,619 | $91,190+36.7% | $178,490-30.2% | $79,858+56.1% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 12.33% | 24.19%-11.9pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $7,378 | $3,256+126.6% | $5,011+47.3% | $2,471+198.6% |
| Participant deferral / active EE | $5,154 | $3,236+59.2% | $5,202-0.9% | $3,740+37.8% |
| Admin fee / account holder | $9,763 | $6,751+44.6% | $13,984-30.2% | $5,306+84.0% |