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 | $133,955 | $89,753+49.2% | $107,525+24.6% | $84,808+58.0% |
| Participation rate | 75.6% | 68.1%+7.5pp | 75.1%+0.5pp | 68.3%+7.3pp |
| Annual return | 20.07% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,680 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $8,423 | $4,056+107.7% | $5,116+64.7% | $4,212+100.0% |
| Admin fee / account holder | $25,357 | $7,222+251.1% | $8,919+184.3% | $7,344+245.3% |