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 | $106,152 | $78,672+34.9% | $109,143-2.7% | $85,850+23.6% |
| Participation rate | 78.3% | 68.3%+10.1pp | 75.9%+2.5pp | 69.3%+9.0pp |
| Annual return | 13.27% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,720 | $2,735-0.6% | $3,722-26.9% | $2,565+6.0% |
| Participant deferral / active EE | $5,455 | $3,467+57.3% | $4,653+17.2% | $3,952+38.0% |
| Admin fee / account holder | $2,692 | $5,469-50.8% | $6,752-60.1% | $6,260-57.0% |