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 | $142,694 | $87,013+64.0% | $106,213+34.3% | $80,856+76.5% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.3%+15.9pp | 67.6%+23.6pp |
| Annual return | 16.15% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,221 | $2,395+34.5% | $3,171+1.6% | $2,755+16.9% |
| Participant deferral / active EE | $7,165 | $3,986+79.8% | $5,016+42.9% | $4,296+66.8% |
| Admin fee / account holder | $3,482 | $8,431-58.7% | $11,033-68.4% | $6,918-49.7% |