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 | $138,121 | $72,012+91.8% | $185,823-25.7% | $79,858+73.0% |
| Participation rate | 96.0% | 65.8%+30.2pp | 78.0%+18.0pp | 69.6%+26.4pp |
| Annual return | 20.96% | 23.12%-2.2pp | 35.95%-15.0pp | 31.71%-10.8pp |
| Employer contribution / active EE | $4,870 | $1,965+147.9% | $4,087+19.1% | $2,471+97.1% |
| Participant deferral / active EE | $13,372 | $3,779+253.9% | $5,632+137.4% | $3,740+257.5% |
| Admin fee / account holder | $691 | $4,513-84.7% | $9,500-92.7% | $5,306-87.0% |