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 | $134,253 | $109,359+22.8% | $162,163-17.2% | $72,985+83.9% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.6%+8.5pp | 69.5%+26.6pp |
| Annual return | 27.77% | 25.46%+2.3pp | 115.59%-87.8pp | 81.00%-53.2pp |
| Employer contribution / active EE | $5,783 | $3,907+48.0% | $5,614+3.0% | $2,440+137.0% |
| Participant deferral / active EE | $4,564 | $5,481-16.7% | $7,298-37.5% | $3,607+26.5% |
| Admin fee / account holder | $9,820 | $7,972+23.2% | $10,843-9.4% | $5,124+91.6% |