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 | $128,910 | $81,248+58.7% | $155,509-17.1% | $80,856+59.4% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 14.60% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,675 | $3,100+83.0% | $4,672+21.5% | $2,755+106.0% |
| Participant deferral / active EE | $6,865 | $3,452+98.9% | $5,626+22.0% | $4,296+59.8% |
| Admin fee / account holder | $5,374 | $7,997-32.8% | $15,912-66.2% | $6,918-22.3% |