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 | $124,535 | $77,634+60.4% | $156,549-20.4% | $62,891+98.0% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | 4.81% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,309 | $3,444-32.9% | $5,501-58.0% | $2,281+1.3% |
| Participant deferral / active EE | $4,479 | $3,045+47.1% | $4,871-8.1% | $3,203+39.8% |
| Admin fee / account holder | $6,105 | $5,561+9.8% | $13,027-53.1% | $4,296+42.1% |