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 | $108,135 | $81,248+33.1% | $155,509-30.5% | $80,856+33.7% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 12.55% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,657 | $3,100+50.2% | $4,672-0.3% | $2,755+69.0% |
| Participant deferral / active EE | $3,278 | $3,452-5.0% | $5,626-41.7% | $4,296-23.7% |
| Admin fee / account holder | $6,182 | $7,997-22.7% | $15,912-61.2% | $6,918-10.6% |