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 | $111,187 | $71,050+56.5% | $93,606+18.8% | $80,856+37.5% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.6%+25.0pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $9,402 | $1,564+501.3% | $2,420+288.5% | $2,755+241.3% |
| Participant deferral / active EE | $7,792 | $4,034+93.2% | $4,411+76.6% | $4,296+81.4% |
| Admin fee / account holder | $1,775 | $6,945-74.4% | $8,285-78.6% | $6,918-74.3% |