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 | $133,484 | $89,753+48.7% | $107,525+24.1% | $84,808+57.4% |
| Participation rate | 75.9% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.6pp |
| Annual return | 17.34% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $15,576 | $3,113+400.3% | $3,754+315.0% | $2,631+492.0% |
| Participant deferral / active EE | $2,237 | $4,056-44.8% | $5,116-56.3% | $4,212-46.9% |
| Admin fee / account holder | $14,551 | $7,222+101.5% | $8,919+63.1% | $7,344+98.1% |