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 | $121,591 | $93,571+29.9% | $135,903-10.5% | $75,163+61.8% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 17.24% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,455 | $3,537-2.3% | $4,856-28.9% | $2,670+29.4% |
| Participant deferral / active EE | $5,874 | $6,404-8.3% | $7,758-24.3% | $4,125+42.4% |
| Admin fee / account holder | $9,460 | $6,975+35.6% | $10,762-12.1% | $5,651+67.4% |