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 | $138,655 | $81,248+70.7% | $155,509-10.8% | $80,856+71.5% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 12.01% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $11,320 | $3,100+265.1% | $4,672+142.3% | $2,755+310.9% |
| Participant deferral / active EE | $6,509 | $3,452+88.6% | $5,626+15.7% | $4,296+51.5% |
| Admin fee / account holder | $59,567 | $7,997+644.8% | $15,912+274.4% | $6,918+761.1% |