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 | $119,734 | $63,346+89.0% | $92,233+29.8% | $70,131+70.7% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 17.55% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $6,410 | $2,471+159.4% | $3,679+74.2% | $2,342+173.7% |
| Participant deferral / active EE | $4,677 | $2,854+63.9% | $3,897+20.0% | $3,332+40.4% |
| Admin fee / account holder | $2,518 | $3,840-34.4% | $5,194-51.5% | $4,645-45.8% |