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 | $136,800 | $89,355+53.1% | $141,162-3.1% | $72,985+87.4% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 23.87% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $7,402 | $3,114+137.7% | $4,735+56.3% | $2,440+203.4% |
| Participant deferral / active EE | $8,680 | $5,418+60.2% | $6,709+29.4% | $3,607+140.6% |
| Admin fee / account holder | $3,384 | $5,958-43.2% | $10,261-67.0% | $5,124-34.0% |