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 | $133,317 | $93,571+42.5% | $135,903-1.9% | $75,163+77.4% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 17.56% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,069 | $3,537+43.3% | $4,856+4.4% | $2,670+89.9% |
| Participant deferral / active EE | $10,666 | $6,404+66.6% | $7,758+37.5% | $4,125+158.6% |
| Admin fee / account holder | $2,104 | $6,975-69.8% | $10,762-80.5% | $5,651-62.8% |