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 | $120,376 | $80,717+49.1% | $154,803-22.2% | $84,808+41.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 15.67% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,730 | $2,761-1.1% | $4,305-36.6% | $2,631+3.8% |
| Participant deferral / active EE | $7,377 | $3,303+123.3% | $5,540+33.1% | $4,212+75.1% |
| Admin fee / account holder | $6,726 | $6,746-0.3% | $14,329-53.1% | $7,344-8.4% |