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 | $108,179 | $72,012+50.2% | $185,823-41.8% | $79,858+35.5% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 19.37% | 23.12%-3.7pp | 35.95%-16.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,332 | $1,965+18.7% | $4,087-42.9% | $2,471-5.6% |
| Participant deferral / active EE | $7,009 | $3,779+85.5% | $5,632+24.5% | $3,740+87.4% |
| Admin fee / account holder | $6,533 | $4,513+44.8% | $9,500-31.2% | $5,306+23.1% |