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 | $109,295 | $73,933+47.8% | $96,683+13.0% | $75,163+45.4% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 16.11% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,962 | $2,928+103.6% | $3,737+59.6% | $2,670+123.3% |
| Participant deferral / active EE | $2,773 | $3,659-24.2% | $4,878-43.1% | $4,125-32.8% |
| Admin fee / account holder | $9,815 | $5,216+88.2% | $6,730+45.8% | $5,651+73.7% |