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 | $133,656 | $89,753+48.9% | $107,525+24.3% | $84,808+57.6% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 13.16% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $11,523 | $3,113+270.1% | $3,754+207.0% | $2,631+338.0% |
| Participant deferral / active EE | $7,325 | $4,056+80.6% | $5,116+43.2% | $4,212+73.9% |
| Admin fee / account holder | $12,393 | $7,222+71.6% | $8,919+39.0% | $7,344+68.8% |