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 | $121,853 | $86,286+41.2% | $111,297+9.5% | $85,850+41.9% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 12.36% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,126 | $2,043-44.9% | $2,731-58.8% | $2,565-56.1% |
| Participant deferral / active EE | $4,676 | $3,641+28.5% | $4,487+4.2% | $3,952+18.3% |
| Admin fee / account holder | $10,087 | $8,188+23.2% | $7,964+26.7% | $6,260+61.1% |