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 4-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 | $134,457 | $87,013+54.5% | $106,213+26.6% | $80,856+66.3% |
| Participation rate | 96.2% | 70.4%+25.8pp | 75.3%+20.9pp | 67.6%+28.6pp |
| Annual return | 23.99% | 17.05%+6.9pp | 116.14%-92.1pp | 35.59%-11.6pp |
| Employer contribution / active EE | $5,646 | $2,395+135.7% | $3,171+78.0% | $2,755+104.9% |
| Participant deferral / active EE | $6,721 | $3,986+68.6% | $5,016+34.0% | $4,296+56.5% |
| Admin fee / account holder | $7,923 | $8,431-6.0% | $11,033-28.2% | $6,918+14.5% |