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 | $111,490 | $50,972+118.7% | $88,538+25.9% | $72,985+52.8% |
| Participation rate | 87.0% | 63.4%+23.6pp | 68.7%+18.2pp | 69.5%+17.5pp |
| Annual return | 19.39% | 29.62%-10.2pp | 43.64%-24.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,530 | $1,475+71.5% | $2,098+20.6% | $2,440+3.7% |
| Participant deferral / active EE | $2,137 | $2,230-4.2% | $2,914-26.7% | $3,607-40.8% |
| Admin fee / account holder | $6,644 | $3,230+105.7% | $4,310+54.1% | $5,124+29.7% |