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 | $132,403 | $109,413+21.0% | $156,263-15.3% | $84,808+56.1% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 13.05% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $10,136 | $2,907+248.7% | $4,333+133.9% | $2,631+285.3% |
| Participant deferral / active EE | $12,149 | $4,590+164.7% | $6,158+97.3% | $4,212+188.5% |
| Admin fee / account holder | $19,932 | $9,357+113.0% | $14,255+39.8% | $7,344+171.4% |