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 | $119,434 | $86,929+37.4% | $102,423+16.6% | $80,856+47.7% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 14.16% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,849 | $2,369-22.0% | $3,023-38.8% | $2,755-32.9% |
| Participant deferral / active EE | $6,969 | $4,118+69.2% | $5,053+37.9% | $4,296+62.2% |
| Admin fee / account holder | $6,114 | $8,049-24.0% | $9,451-35.3% | $6,918-11.6% |