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 | $121,668 | $79,944+52.2% | $98,439+23.6% | $75,163+61.9% |
| Participation rate | 89.5% | 70.4%+19.2pp | 75.2%+14.4pp | 67.2%+22.3pp |
| Annual return | 18.68% | 19.75%-1.1pp | 21.16%-2.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,974 | $2,264+31.4% | $3,048-2.4% | $2,670+11.4% |
| Participant deferral / active EE | $6,328 | $3,752+68.7% | $4,738+33.6% | $4,125+53.4% |
| Admin fee / account holder | $2,330 | $6,840-65.9% | $8,948-74.0% | $5,651-58.8% |