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 | $124,289 | $94,529+31.5% | $140,016-11.2% | $64,186+93.6% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | 2.75% | 7.77%-5.0pp | 651.12%-648.4pp | 7.63%-4.9pp |
| Employer contribution / active EE | $3,037 | $3,812-20.3% | $5,606-45.8% | $2,381+27.6% |
| Participant deferral / active EE | $4,406 | $5,250-16.1% | $6,927-36.4% | $3,470+27.0% |
| Admin fee / account holder | $4,810 | $6,741-28.6% | $10,705-55.1% | $4,888-1.6% |