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 | $83,560 | $57,541+45.2% | $95,745-12.7% | $75,163+11.2% |
| Participation rate | 74.1% | 62.5%+11.6pp | 72.3%+1.8pp | 67.2%+6.9pp |
| Annual return | 20.89% | 34.93%-14.0pp | 28.35%-7.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,232 | $1,808+23.4% | $2,835-21.3% | $2,670-16.4% |
| Participant deferral / active EE | $5,220 | $3,074+69.8% | $4,245+23.0% | $4,125+26.5% |
| Admin fee / account holder | $5,625 | $4,099+37.2% | $5,678-0.9% | $5,651-0.5% |