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 | $77,678 | $57,016+36.2% | $84,966-8.6% | $80,856-3.9% |
| Participation rate | 83.8% | 56.3%+27.4pp | 67.5%+16.3pp | 67.6%+16.1pp |
| Annual return | 11.61% | 21.66%-10.1pp | 66.38%-54.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,326 | $1,798+140.7% | $2,727+58.6% | $2,755+57.0% |
| Participant deferral / active EE | $12,635 | $3,110+306.3% | $4,519+179.6% | $4,296+194.1% |
| Admin fee / account holder | $7,549 | $4,980+51.6% | $6,149+22.8% | $6,918+9.1% |