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 | $135,076 | $87,013+55.2% | $106,213+27.2% | $80,856+67.1% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.3%+20.2pp | 67.6%+27.9pp |
| Annual return | 13.47% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $8,978 | $2,395+274.8% | $3,171+183.1% | $2,755+225.9% |
| Participant deferral / active EE | $10,833 | $3,986+171.8% | $5,016+116.0% | $4,296+152.2% |
| Admin fee / account holder | $24,219 | $8,431+187.2% | $11,033+119.5% | $6,918+250.1% |