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 | $112,538 | $54,762+105.5% | $90,281+24.7% | $72,985+54.2% |
| Participation rate | 82.2% | 65.1%+17.1pp | 73.3%+9.0pp | 69.5%+12.7pp |
| Annual return | 25.66% | 30.63%-5.0pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,000 | $2,092-4.4% | $2,854-29.9% | $2,440-18.0% |
| Participant deferral / active EE | $9,644 | $2,887+234.1% | $3,885+148.2% | $3,607+167.3% |
| Admin fee / account holder | $1,099 | $3,972-72.3% | $5,351-79.5% | $5,124-78.6% |