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 | $128,136 | $54,762+134.0% | $90,281+41.9% | $72,985+75.6% |
| Participation rate | 98.3% | 65.1%+33.1pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,022 | $2,092+92.2% | $2,854+40.9% | $2,440+64.8% |
| Participant deferral / active EE | $8,040 | $2,887+178.5% | $3,885+106.9% | $3,607+122.9% |
| Admin fee / account holder | $9,752 | $3,972+145.5% | $5,351+82.2% | $5,124+90.3% |