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 | $134,793 | $57,354+135.0% | $83,848+60.8% | $64,186+110.0% |
| Participation rate | 93.4% | 68.6%+24.8pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | 8.38% | 11.38%-3.0pp | 850.88%-842.5pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,121 | $2,545-56.0% | $3,631-69.1% | $2,381-52.9% |
| Participant deferral / active EE | $4,193 | $2,993+40.1% | $4,082+2.7% | $3,470+20.9% |
| Admin fee / account holder | $7,006 | $4,046+73.2% | $5,478+27.9% | $4,888+43.3% |