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 | $95,414 | $81,248+17.4% | $155,509-38.6% | $80,856+18.0% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 10.66% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,930 | $3,100+59.0% | $4,672+5.5% | $2,755+79.0% |
| Participant deferral / active EE | $5,629 | $3,452+63.1% | $5,626+0.1% | $4,296+31.0% |
| Admin fee / account holder | $2,847 | $7,997-64.4% | $15,912-82.1% | $6,918-58.8% |