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 | $118,532 | $81,460+45.5% | $103,333+14.7% | $80,856+46.6% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 16.32% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,220 | $3,105+35.9% | $3,868+9.1% | $2,755+53.2% |
| Participant deferral / active EE | $10,054 | $3,869+159.9% | $5,057+98.8% | $4,296+134.0% |
| Admin fee / account holder | $1,581 | $6,566-75.9% | $8,355-81.1% | $6,918-77.1% |