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 | $141,072 | $89,753+57.2% | $107,525+31.2% | $84,808+66.3% |
| Participation rate | 78.3% | 68.1%+10.2pp | 75.1%+3.2pp | 68.3%+9.9pp |
| Annual return | 16.25% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,276 | $3,113-26.9% | $3,754-39.4% | $2,631-13.5% |
| Participant deferral / active EE | $7,666 | $4,056+89.0% | $5,116+49.8% | $4,212+82.0% |
| Admin fee / account holder | $2,030 | $7,222-71.9% | $8,919-77.2% | $7,344-72.4% |