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 | $120,956 | $81,248+48.9% | $155,509-22.2% | $80,856+49.6% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 25.87% | 33.31%-7.4pp | 64.67%-38.8pp | 35.59%-9.7pp |
| Employer contribution / active EE | $4,100 | $3,100+32.3% | $4,672-12.2% | $2,755+48.8% |
| Participant deferral / active EE | $3,462 | $3,452+0.3% | $5,626-38.5% | $4,296-19.4% |
| Admin fee / account holder | $1,389 | $7,997-82.6% | $15,912-91.3% | $6,918-79.9% |