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 | $106,968 | $77,314+38.4% | $177,989-39.9% | $80,856+32.3% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 16.30% | 18.09%-1.8pp | 294.48%-278.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,795 | $2,292+21.9% | $3,949-29.2% | $2,755+1.4% |
| Participant deferral / active EE | $8,285 | $4,411+87.8% | $6,276+32.0% | $4,296+92.9% |
| Admin fee / account holder | $9,319 | $7,191+29.6% | $10,363-10.1% | $6,918+34.7% |