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 6-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 | $130,922 | $65,395+100.2% | $182,532-28.3% | $72,985+79.4% |
| Participation rate | 94.3% | 65.4%+28.8pp | 78.0%+16.3pp | 69.5%+24.8pp |
| Annual return | 21.06% | 27.68%-6.6pp | 148.54%-127.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $705 | $1,911-63.1% | $4,076-82.7% | $2,440-71.1% |
| Participant deferral / active EE | $6,774 | $3,563+90.1% | $5,524+22.6% | $3,607+87.8% |
| Admin fee / account holder | $3,794 | $4,245-10.6% | $8,592-55.8% | $5,124-26.0% |