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 | $122,074 | $101,724+20.0% | $164,813-25.9% | $80,856+51.0% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 12.30% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,579 | $2,953+55.0% | $4,341+5.5% | $2,755+66.2% |
| Participant deferral / active EE | $5,789 | $4,477+29.3% | $6,031-4.0% | $4,296+34.8% |
| Admin fee / account holder | $1,478 | $8,227-82.0% | $12,690-88.4% | $6,918-78.6% |