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 | $125,609 | $66,402+89.2% | $109,895+14.3% | $85,850+46.3% |
| Participation rate | 82.9% | 63.9%+19.0pp | 74.2%+8.6pp | 69.3%+13.5pp |
| Annual return | 14.95% | 19.59%-4.6pp | 29.45%-14.5pp | 318.53%-303.6pp |
| Employer contribution / active EE | $742 | $1,687-56.0% | $2,842-73.9% | $2,565-71.1% |
| Participant deferral / active EE | $7,247 | $2,842+154.9% | $4,048+79.0% | $3,952+83.4% |
| Admin fee / account holder | $9,081 | $4,557+99.3% | $6,066+49.7% | $6,260+45.1% |