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 | $133,915 | $93,170+43.7% | $100,534+33.2% | $84,808+57.9% |
| Participation rate | 94.0% | 75.8%+18.2pp | 80.6%+13.4pp | 68.3%+25.7pp |
| Annual return | 13.97% | 47.13%-33.2pp | 32.66%-18.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,493 | $3,985-12.3% | $4,346-19.6% | $2,631+32.8% |
| Participant deferral / active EE | $6,910 | $5,699+21.3% | $6,144+12.5% | $4,212+64.1% |
| Admin fee / account holder | $7,898 | $7,382+7.0% | $7,654+3.2% | $7,344+7.5% |