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 | $128,507 | $109,881+17.0% | $150,045-14.4% | $84,808+51.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.32% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,544 | $3,561-28.6% | $4,693-45.8% | $2,631-3.3% |
| Participant deferral / active EE | $4,728 | $6,636-28.8% | $7,997-40.9% | $4,212+12.3% |
| Admin fee / account holder | $10,911 | $8,568+27.3% | $13,435-18.8% | $7,344+48.6% |