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 | $115,378 | $85,766+34.5% | $136,294-15.3% | $70,131+64.5% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 17.03% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,044 | $2,966+36.3% | $4,695-13.9% | $2,342+72.6% |
| Participant deferral / active EE | $3,141 | $5,051-37.8% | $6,247-49.7% | $3,332-5.7% |
| Admin fee / account holder | $2,062 | $5,420-62.0% | $9,243-77.7% | $4,645-55.6% |