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 | $136,094 | $73,933+84.1% | $96,683+40.8% | $75,163+81.1% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $7,215 | $2,928+146.4% | $3,737+93.1% | $2,670+170.2% |
| Participant deferral / active EE | $8,399 | $3,659+129.6% | $4,878+72.2% | $4,125+103.6% |
| Admin fee / account holder | $6,534 | $5,216+25.3% | $6,730-2.9% | $5,651+15.6% |