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 | $134,681 | $89,355+50.7% | $141,162-4.6% | $72,985+84.5% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 27.94% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.1pp |
| Employer contribution / active EE | $16,648 | $3,114+434.5% | $4,735+251.6% | $2,440+582.3% |
| Participant deferral / active EE | $9,988 | $5,418+84.3% | $6,709+48.9% | $3,607+176.9% |
| Admin fee / account holder | $6,122 | $5,958+2.8% | $10,261-40.3% | $5,124+19.5% |