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 | $123,132 | $81,248+51.6% | $155,509-20.8% | $80,856+52.3% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 13.62% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $15,697 | $3,100+406.3% | $4,672+235.9% | $2,755+469.8% |
| Participant deferral / active EE | $4,762 | $3,452+38.0% | $5,626-15.4% | $4,296+10.9% |
| Admin fee / account holder | $6,147 | $7,997-23.1% | $15,912-61.4% | $6,918-11.1% |