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 | $146,073 | $87,733+66.5% | $106,548+37.1% | $85,850+70.1% |
| Participation rate | 93.3% | 71.9%+21.4pp | 76.1%+17.2pp | 69.3%+24.0pp |
| Annual return | 12.34% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $5,254 | $2,073+153.5% | $2,819+86.4% | $2,565+104.8% |
| Participant deferral / active EE | $5,748 | $3,469+65.7% | $4,398+30.7% | $3,952+45.5% |
| Admin fee / account holder | $5,008 | $6,767-26.0% | $7,407-32.4% | $6,260-20.0% |