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 | $119,324 | $89,355+33.5% | $141,162-15.5% | $72,985+63.5% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.5%-3.7pp | 69.5%+9.3pp |
| Annual return | 21.38% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,748 | $3,114+20.3% | $4,735-20.8% | $2,440+53.6% |
| Participant deferral / active EE | $7,533 | $5,418+39.0% | $6,709+12.3% | $3,607+108.8% |
| Admin fee / account holder | $8,756 | $5,958+47.0% | $10,261-14.7% | $5,124+70.9% |