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 | $139,514 | $81,248+71.7% | $155,509-10.3% | $80,856+72.5% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 15.55% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,799 | $3,100-42.0% | $4,672-61.5% | $2,755-34.7% |
| Participant deferral / active EE | $6,087 | $3,452+76.4% | $5,626+8.2% | $4,296+41.7% |
| Admin fee / account holder | $14,353 | $7,997+79.5% | $15,912-9.8% | $6,918+107.5% |