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 | $119,989 | $109,881+9.2% | $150,045-20.0% | $84,808+41.5% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 16.76% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,321 | $3,561+77.5% | $4,693+34.7% | $2,631+140.3% |
| Participant deferral / active EE | $9,984 | $6,636+50.5% | $7,997+24.9% | $4,212+137.1% |
| Admin fee / account holder | $11,192 | $8,568+30.6% | $13,435-16.7% | $7,344+52.4% |