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 | $127,239 | $109,881+15.8% | $150,045-15.2% | $84,808+50.0% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 17.75% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $10,389 | $3,561+191.7% | $4,693+121.4% | $2,631+294.9% |
| Participant deferral / active EE | $10,440 | $6,636+57.3% | $7,997+30.6% | $4,212+147.9% |
| Admin fee / account holder | $3,736 | $8,568-56.4% | $13,435-72.2% | $7,344-49.1% |