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 | $122,344 | $81,248+50.6% | $155,509-21.3% | $80,856+51.3% |
| Participation rate | 79.4% | 66.2%+13.2pp | 78.2%+1.2pp | 67.6%+11.7pp |
| Annual return | 13.52% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,730 | $3,100+117.1% | $4,672+44.0% | $2,755+144.3% |
| Participant deferral / active EE | $5,206 | $3,452+50.8% | $5,626-7.5% | $4,296+21.2% |
| Admin fee / account holder | $3,117 | $7,997-61.0% | $15,912-80.4% | $6,918-54.9% |