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 | $146,810 | $81,248+80.7% | $155,509-5.6% | $80,856+81.6% |
| Participation rate | 83.6% | 66.2%+17.4pp | 78.2%+5.5pp | 67.6%+16.0pp |
| Annual return | 10.91% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,682 | $3,100+115.5% | $4,672+43.0% | $2,755+142.6% |
| Participant deferral / active EE | $5,996 | $3,452+73.7% | $5,626+6.6% | $4,296+39.6% |
| Admin fee / account holder | $2,419 | $7,997-69.8% | $15,912-84.8% | $6,918-65.0% |