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 | $119,549 | $109,881+8.8% | $150,045-20.3% | $84,808+41.0% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,881 | $3,561-19.1% | $4,693-38.6% | $2,631+9.5% |
| Participant deferral / active EE | $7,852 | $6,636+18.3% | $7,997-1.8% | $4,212+86.4% |
| Admin fee / account holder | $5,303 | $8,568-38.1% | $13,435-60.5% | $7,344-27.8% |