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 | $117,038 | $109,413+7.0% | $156,263-25.1% | $84,808+38.0% |
| Participation rate | 75.9% | 72.7%+3.2pp | 78.9%-3.0pp | 68.3%+7.6pp |
| Annual return | 16.45% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,215 | $2,907-23.8% | $4,333-48.9% | $2,631-15.8% |
| Participant deferral / active EE | $9,089 | $4,590+98.0% | $6,158+47.6% | $4,212+115.8% |
| Admin fee / account holder | $12,250 | $9,357+30.9% | $14,255-14.1% | $7,344+66.8% |