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 | $126,750 | $89,355+41.9% | $141,162-10.2% | $72,985+73.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 24.52% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,797 | $3,114-10.2% | $4,735-40.9% | $2,440+14.6% |
| Participant deferral / active EE | $6,719 | $5,418+24.0% | $6,709+0.2% | $3,607+86.3% |
| Admin fee / account holder | $17,882 | $5,958+200.1% | $10,261+74.3% | $5,124+249.0% |