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 | $99,151 | $73,933+34.1% | $96,683+2.6% | $75,163+31.9% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.2pp | 67.2%+24.4pp |
| Annual return | 25.83% | 26.70%-0.9pp | 35.69%-9.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $9,362 | $2,928+219.8% | $3,737+150.5% | $2,670+250.7% |
| Participant deferral / active EE | $5,545 | $3,659+51.5% | $4,878+13.7% | $4,125+34.4% |
| Admin fee / account holder | $5,321 | $5,216+2.0% | $6,730-20.9% | $5,651-5.8% |