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 | $133,051 | $94,625+40.6% | $116,228+14.5% | $84,808+56.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 17.89% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,839 | $2,347+21.0% | $2,994-5.2% | $2,631+7.9% |
| Participant deferral / active EE | $7,322 | $3,972+84.3% | $4,953+47.8% | $4,212+73.8% |
| Admin fee / account holder | $61,239 | $10,091+506.9% | $11,989+410.8% | $7,344+733.9% |