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 | $125,177 | $80,968+54.6% | $96,544+29.7% | $75,163+66.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 16.19% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,155 | $2,282+82.1% | $2,965+40.1% | $2,670+55.6% |
| Participant deferral / active EE | $10,618 | $3,928+170.3% | $4,851+118.9% | $4,125+157.4% |
| Admin fee / account holder | $2,131 | $6,724-68.3% | $8,252-74.2% | $5,651-62.3% |