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 | $110,548 | $94,529+16.9% | $140,016-21.0% | $64,186+72.2% |
| Participation rate | 94.6% | 84.1%+10.5pp | 87.5%+7.1pp | 69.6%+25.0pp |
| Annual return | 5.13% | 7.77%-2.6pp | 651.12%-646.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $5,714 | $3,812+49.9% | $5,606+1.9% | $2,381+140.0% |
| Participant deferral / active EE | $9,291 | $5,250+77.0% | $6,927+34.1% | $3,470+167.8% |
| Admin fee / account holder | $4,586 | $6,741-32.0% | $10,705-57.2% | $4,888-6.2% |