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 | $128,256 | $76,552+67.5% | $123,892+3.5% | $62,891+103.9% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 7.50% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $7,459 | $2,883+158.8% | $4,617+61.6% | $2,281+227.0% |
| Participant deferral / active EE | $7,267 | $4,840+50.1% | $5,984+21.4% | $3,203+126.9% |
| Admin fee / account holder | $1,141 | $4,826-76.3% | $8,357-86.3% | $4,296-73.4% |