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 | $132,628 | $89,753+47.8% | $107,525+23.3% | $84,808+56.4% |
| Participation rate | 98.1% | 68.1%+30.1pp | 75.1%+23.0pp | 68.3%+29.8pp |
| Annual return | 12.97% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,622 | $3,113-47.9% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $10,156 | $4,056+150.4% | $5,116+98.5% | $4,212+141.1% |
| Admin fee / account holder | $17,582 | $7,222+143.5% | $8,919+97.1% | $7,344+139.4% |