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 | $115,028 | $99,985+15.0% | $146,665-21.6% | $85,850+34.0% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 29.72% | 18.93%+10.8pp | 22.74%+7.0pp | 318.53%-288.8pp |
| Employer contribution / active EE | $6,236 | $2,559+143.7% | $4,136+50.8% | $2,565+143.1% |
| Participant deferral / active EE | $3,984 | $4,006-0.5% | $5,506-27.6% | $3,952+0.8% |
| Admin fee / account holder | $43,620 | $7,702+466.3% | $10,280+324.3% | $6,260+596.8% |