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 | $119,307 | $77,899+53.2% | $149,673-20.3% | $75,163+58.7% |
| Participation rate | 89.8% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.6pp |
| Annual return | 15.84% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,307 | $3,137+101.0% | $4,818+30.9% | $2,670+136.2% |
| Participant deferral / active EE | $10,049 | $3,411+194.6% | $5,680+76.9% | $4,125+143.6% |
| Admin fee / account holder | $8,353 | $5,956+40.2% | $13,210-36.8% | $5,651+47.8% |