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 | $123,908 | $86,929+42.5% | $102,423+21.0% | $80,856+53.2% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 12.32% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,589 | $2,369+9.3% | $3,023-14.4% | $2,755-6.0% |
| Participant deferral / active EE | $6,101 | $4,118+48.1% | $5,053+20.7% | $4,296+42.0% |
| Admin fee / account holder | $1,538 | $8,049-80.9% | $9,451-83.7% | $6,918-77.8% |