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 | $147,386 | $84,233+75.0% | $170,442-13.5% | $70,131+110.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 12.17% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,387 | $3,387+29.5% | $5,433-19.3% | $2,342+87.3% |
| Participant deferral / active EE | $3,619 | $3,086+17.3% | $4,939-26.7% | $3,332+8.6% |
| Admin fee / account holder | $3,327 | $5,698-41.6% | $13,880-76.0% | $4,645-28.4% |