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 | $145,448 | $81,248+79.0% | $155,509-6.5% | $80,856+79.9% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.6%+20.2pp |
| Annual return | 19.62% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $5,180 | $3,100+67.1% | $4,672+10.9% | $2,755+88.1% |
| Participant deferral / active EE | $7,917 | $3,452+129.4% | $5,626+40.7% | $4,296+84.3% |
| Admin fee / account holder | $5,008 | $7,997-37.4% | $15,912-68.5% | $6,918-27.6% |