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 6-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 | $127,065 | $81,248+56.4% | $155,509-18.3% | $80,856+57.1% |
| Participation rate | 86.8% | 66.2%+20.6pp | 78.2%+8.7pp | 67.6%+19.2pp |
| Annual return | 13.31% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $9,073 | $3,100+192.6% | $4,672+94.2% | $2,755+229.3% |
| Participant deferral / active EE | $17,960 | $3,452+420.3% | $5,626+219.2% | $4,296+318.1% |
| Admin fee / account holder | $21,951 | $7,997+174.5% | $15,912+38.0% | $6,918+217.3% |