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 | $110,198 | $84,233+30.8% | $170,442-35.3% | $70,131+57.1% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.7pp | 69.5%+25.8pp |
| Annual return | 19.78% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,495 | $3,387-55.9% | $5,433-72.5% | $2,342-36.2% |
| Participant deferral / active EE | $5,259 | $3,086+70.4% | $4,939+6.5% | $3,332+57.8% |
| Admin fee / account holder | $1,478 | $5,698-74.1% | $13,880-89.4% | $4,645-68.2% |