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 | $114,973 | $81,248+41.5% | $155,509-26.1% | $80,856+42.2% |
| Participation rate | 79.1% | 66.2%+12.8pp | 78.2%+0.9pp | 67.6%+11.4pp |
| Annual return | 10.76% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $7,403 | $3,100+138.8% | $4,672+58.4% | $2,755+168.7% |
| Participant deferral / active EE | $3,992 | $3,452+15.7% | $5,626-29.0% | $4,296-7.1% |
| Admin fee / account holder | $55,621 | $7,997+595.5% | $15,912+249.6% | $6,918+704.0% |