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 | $115,042 | $78,672+46.2% | $109,143+5.4% | $85,850+34.0% |
| Participation rate | 80.6% | 68.3%+12.4pp | 75.9%+4.8pp | 69.3%+11.3pp |
| Annual return | 18.45% | 25.09%-6.6pp | 25.75%-7.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,323 | $2,735+167.8% | $3,722+96.8% | $2,565+185.5% |
| Participant deferral / active EE | $4,824 | $3,467+39.1% | $4,653+3.7% | $3,952+22.1% |
| Admin fee / account holder | $10,524 | $5,469+92.4% | $6,752+55.9% | $6,260+68.1% |