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 | $120,885 | $84,233+43.5% | $170,442-29.1% | $70,131+72.4% |
| Participation rate | 91.3% | 70.8%+20.5pp | 83.6%+7.7pp | 69.5%+21.8pp |
| Annual return | 14.80% | 23.06%-8.3pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,106 | $3,387+21.2% | $5,433-24.4% | $2,342+75.3% |
| Participant deferral / active EE | $5,649 | $3,086+83.1% | $4,939+14.4% | $3,332+69.6% |
| Admin fee / account holder | $6,555 | $5,698+15.0% | $13,880-52.8% | $4,645+41.1% |