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 | $119,008 | $81,248+46.5% | $155,509-23.5% | $80,856+47.2% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 15.41% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,023 | $3,100+158.8% | $4,672+71.7% | $2,755+191.2% |
| Participant deferral / active EE | $6,382 | $3,452+84.9% | $5,626+13.4% | $4,296+48.6% |
| Admin fee / account holder | $5,187 | $7,997-35.1% | $15,912-67.4% | $6,918-25.0% |