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 | $127,017 | $73,933+71.8% | $96,683+31.4% | $75,163+69.0% |
| Participation rate | 89.8% | 66.4%+23.4pp | 74.3%+15.5pp | 67.2%+22.6pp |
| Annual return | 16.82% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,446 | $2,928+17.7% | $3,737-7.8% | $2,670+29.1% |
| Participant deferral / active EE | $5,986 | $3,659+63.6% | $4,878+22.7% | $4,125+45.1% |
| Admin fee / account holder | $6,835 | $5,216+31.0% | $6,730+1.6% | $5,651+20.9% |