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 | $140,454 | $73,933+90.0% | $96,683+45.3% | $75,163+86.9% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+30.0pp |
| Annual return | 14.70% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,287 | $2,928+114.7% | $3,737+68.2% | $2,670+135.5% |
| Participant deferral / active EE | $7,785 | $3,659+112.8% | $4,878+59.6% | $4,125+88.7% |
| Admin fee / account holder | $6,050 | $5,216+16.0% | $6,730-10.1% | $5,651+7.1% |