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 | $142,312 | $70,475+101.9% | $100,516+41.6% | $79,858+78.2% |
| Participation rate | 85.5% | 73.7%+11.8pp | 79.4%+6.1pp | 69.6%+15.8pp |
| Annual return | 17.86% | 21.90%-4.0pp | 30.89%-13.0pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,227 | $2,165+49.1% | $3,418-5.6% | $2,471+30.6% |
| Participant deferral / active EE | $6,659 | $5,181+28.5% | $6,270+6.2% | $3,740+78.0% |
| Admin fee / account holder | $2,666 | $4,478-40.5% | $8,081-67.0% | $5,306-49.8% |