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 | $140,696 | $101,724+38.3% | $164,813-14.6% | $80,856+74.0% |
| Participation rate | 95.5% | 71.8%+23.6pp | 78.6%+16.9pp | 67.6%+27.8pp |
| Annual return | 13.46% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,653 | $2,953-10.2% | $4,341-38.9% | $2,755-3.7% |
| Participant deferral / active EE | $10,696 | $4,477+138.9% | $6,031+77.3% | $4,296+149.0% |
| Admin fee / account holder | $16,019 | $8,227+94.7% | $12,690+26.2% | $6,918+131.6% |