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 7-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 | $118,863 | $77,314+53.7% | $177,989-33.2% | $80,856+47.0% |
| Participation rate | 72.9% | 65.7%+7.2pp | 77.1%-4.2pp | 67.6%+5.2pp |
| Annual return | 13.57% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,171 | $2,292+82.0% | $3,949+5.6% | $2,755+51.4% |
| Participant deferral / active EE | $8,969 | $4,411+103.3% | $6,276+42.9% | $4,296+108.8% |
| Admin fee / account holder | $10,213 | $7,191+42.0% | $10,363-1.4% | $6,918+47.6% |