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 9-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 | $130,034 | $109,881+18.3% | $150,045-13.3% | $84,808+53.3% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,064 | $3,561+42.2% | $4,693+7.9% | $2,631+92.5% |
| Participant deferral / active EE | $11,600 | $6,636+74.8% | $7,997+45.0% | $4,212+175.4% |
| Admin fee / account holder | $22,643 | $8,568+164.3% | $13,435+68.5% | $7,344+208.3% |