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 | $110,906 | $76,367+45.2% | $93,606+18.5% | $72,985+52.0% |
| Participation rate | 90.8% | 71.7%+19.0pp | 75.8%+14.9pp | 69.5%+21.3pp |
| Annual return | 18.92% | 25.82%-6.9pp | 32.76%-13.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $4,164 | $2,275+83.0% | $2,718+53.2% | $2,440+70.7% |
| Participant deferral / active EE | $5,314 | $3,538+50.2% | $4,069+30.6% | $3,607+47.3% |
| Admin fee / account holder | $18,556 | $6,838+171.4% | $7,888+135.2% | $5,124+262.1% |