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 | $125,670 | $89,355+40.6% | $141,162-11.0% | $72,985+72.2% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 24.53% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,988 | $3,114+60.2% | $4,735+5.3% | $2,440+104.4% |
| Participant deferral / active EE | $11,034 | $5,418+103.7% | $6,709+64.5% | $3,607+205.9% |
| Admin fee / account holder | $3,935 | $5,958-34.0% | $10,261-61.7% | $5,124-23.2% |