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 | $115,706 | $78,672+47.1% | $109,143+6.0% | $85,850+34.8% |
| Participation rate | 93.9% | 68.3%+25.6pp | 75.9%+18.0pp | 69.3%+24.6pp |
| Annual return | 16.13% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,798 | $2,735+112.0% | $3,722+55.8% | $2,565+126.0% |
| Participant deferral / active EE | $9,636 | $3,467+177.9% | $4,653+107.1% | $3,952+143.8% |
| Admin fee / account holder | $4,253 | $5,469-22.2% | $6,752-37.0% | $6,260-32.1% |