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 | $148,686 | $77,634+91.5% | $156,549-5.0% | $62,891+136.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 7.16% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,505 | $3,444+59.8% | $5,501+0.1% | $2,281+141.3% |
| Participant deferral / active EE | $3,661 | $3,045+20.2% | $4,871-24.8% | $3,203+14.3% |
| Admin fee / account holder | $3,291 | $5,561-40.8% | $13,027-74.7% | $4,296-23.4% |