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 | $125,166 | $81,248+54.1% | $155,509-19.5% | $80,856+54.8% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $9,310 | $3,100+200.3% | $4,672+99.3% | $2,755+238.0% |
| Participant deferral / active EE | $6,874 | $3,452+99.2% | $5,626+22.2% | $4,296+60.0% |
| Admin fee / account holder | $7,933 | $7,997-0.8% | $15,912-50.1% | $6,918+14.7% |