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 | $91,193 | $81,248+12.2% | $155,509-41.4% | $80,856+12.8% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 13.95% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,806 | $3,100+151.8% | $4,672+67.1% | $2,755+183.4% |
| Participant deferral / active EE | $5,397 | $3,452+56.4% | $5,626-4.1% | $4,296+25.6% |
| Admin fee / account holder | $2,512 | $7,997-68.6% | $15,912-84.2% | $6,918-63.7% |