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 | $119,537 | $89,753+33.2% | $107,525+11.2% | $84,808+41.0% |
| Participation rate | 73.6% | 68.1%+5.5pp | 75.1%-1.5pp | 68.3%+5.3pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,473 | $3,113+75.8% | $3,754+45.8% | $2,631+108.0% |
| Participant deferral / active EE | $6,939 | $4,056+71.1% | $5,116+35.6% | $4,212+64.8% |
| Admin fee / account holder | $10,273 | $7,222+42.2% | $8,919+15.2% | $7,344+39.9% |