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 | $114,608 | $94,625+21.1% | $116,228-1.4% | $84,808+35.1% |
| Participation rate | 91.8% | 70.4%+21.3pp | 74.6%+17.2pp | 68.3%+23.5pp |
| Annual return | 12.82% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,151 | $2,347+119.5% | $2,994+72.0% | $2,631+95.8% |
| Participant deferral / active EE | $5,336 | $3,972+34.4% | $4,953+7.7% | $4,212+26.7% |
| Admin fee / account holder | $6,164 | $10,091-38.9% | $11,989-48.6% | $7,344-16.1% |