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 | $129,051 | $65,395+97.3% | $182,532-29.3% | $72,985+76.8% |
| Participation rate | 75.5% | 65.4%+10.1pp | 78.0%-2.5pp | 69.5%+6.0pp |
| Annual return | 21.41% | 27.68%-6.3pp | 148.54%-127.1pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,243 | $1,911+69.7% | $4,076-20.4% | $2,440+32.9% |
| Participant deferral / active EE | $6,726 | $3,563+88.8% | $5,524+21.8% | $3,607+86.5% |
| Admin fee / account holder | $7,101 | $4,245+67.3% | $8,592-17.4% | $5,124+38.6% |