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 | $135,298 | $76,000+78.0% | $154,107-12.2% | $64,186+110.8% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | 7.21% | 30.32%-23.1pp | 735.12%-727.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $6,366 | $3,351+90.0% | $5,298+20.2% | $2,381+167.4% |
| Participant deferral / active EE | $4,827 | $3,175+52.0% | $5,081-5.0% | $3,470+39.1% |
| Admin fee / account holder | $1,655 | $5,596-70.4% | $13,411-87.7% | $4,888-66.1% |