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 | $123,191 | $77,314+59.3% | $177,989-30.8% | $80,856+52.4% |
| Participation rate | 79.6% | 65.7%+13.9pp | 77.1%+2.5pp | 67.6%+12.0pp |
| Annual return | 16.50% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,620 | $2,292+57.9% | $3,949-8.3% | $2,755+31.4% |
| Participant deferral / active EE | $8,999 | $4,411+104.0% | $6,276+43.4% | $4,296+109.5% |
| Admin fee / account holder | $4,386 | $7,191-39.0% | $10,363-57.7% | $6,918-36.6% |