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 | $115,562 | $91,552+26.2% | $133,956-13.7% | $79,858+44.7% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 14.74% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $685 | $2,384-71.3% | $3,919-82.5% | $2,471-72.3% |
| Participant deferral / active EE | $4,819 | $3,733+29.1% | $5,048-4.5% | $3,740+28.8% |
| Admin fee / account holder | $4,155 | $6,321-34.3% | $8,927-53.5% | $5,306-21.7% |