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 | $121,821 | $109,881+10.9% | $150,045-18.8% | $84,808+43.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 19.95% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,467 | $3,561+81.6% | $4,693+37.8% | $2,631+145.8% |
| Participant deferral / active EE | $7,820 | $6,636+17.8% | $7,997-2.2% | $4,212+85.7% |
| Admin fee / account holder | $13,733 | $8,568+60.3% | $13,435+2.2% | $7,344+87.0% |