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 | $127,639 | $89,355+42.8% | $141,162-9.6% | $72,985+74.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 24.13% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,362 | $3,114-56.3% | $4,735-71.2% | $2,440-44.2% |
| Participant deferral / active EE | $6,644 | $5,418+22.6% | $6,709-1.0% | $3,607+84.2% |
| Admin fee / account holder | $12,211 | $5,958+105.0% | $10,261+19.0% | $5,124+138.3% |