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 | $136,793 | $79,449+72.2% | $189,557-27.8% | $85,850+59.3% |
| Participation rate | 86.7% | 66.0%+20.8pp | 78.4%+8.3pp | 69.3%+17.4pp |
| Annual return | 13.90% | 18.45%-4.6pp | 64.17%-50.3pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,432 | $2,081+16.9% | $4,412-44.9% | $2,565-5.2% |
| Participant deferral / active EE | $9,314 | $4,051+129.9% | $6,174+50.9% | $3,952+135.7% |
| Admin fee / account holder | $4,266 | $5,377-20.7% | $9,807-56.5% | $6,260-31.9% |