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 | $138,447 | $89,355+54.9% | $141,162-1.9% | $72,985+89.7% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 20.98% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,872 | $3,114-7.8% | $4,735-39.3% | $2,440+17.7% |
| Participant deferral / active EE | $7,901 | $5,418+45.8% | $6,709+17.8% | $3,607+119.0% |
| Admin fee / account holder | $23,004 | $5,958+286.1% | $10,261+124.2% | $5,124+348.9% |