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 | $138,299 | $101,724+36.0% | $164,813-16.1% | $80,856+71.0% |
| Participation rate | 91.2% | 71.8%+19.3pp | 78.6%+12.6pp | 67.6%+23.5pp |
| Annual return | 14.01% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,508 | $2,953+86.5% | $4,341+26.9% | $2,755+99.9% |
| Participant deferral / active EE | $9,985 | $4,477+123.0% | $6,031+65.5% | $4,296+132.4% |
| Admin fee / account holder | $3,738 | $8,227-54.6% | $12,690-70.5% | $6,918-46.0% |