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 | $117,340 | $81,248+44.4% | $155,509-24.5% | $80,856+45.1% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.6pp | 67.6%+8.0pp |
| Annual return | 15.14% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $7,398 | $3,100+138.6% | $4,672+58.3% | $2,755+168.5% |
| Participant deferral / active EE | $6,097 | $3,452+76.7% | $5,626+8.4% | $4,296+41.9% |
| Admin fee / account holder | $23,968 | $7,997+199.7% | $15,912+50.6% | $6,918+246.5% |