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 | $136,117 | $109,881+23.9% | $150,045-9.3% | $84,808+60.5% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 21.96% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $4,400 | $3,561+23.6% | $4,693-6.2% | $2,631+67.2% |
| Participant deferral / active EE | $10,562 | $6,636+59.2% | $7,997+32.1% | $4,212+150.8% |
| Admin fee / account holder | $8,354 | $8,568-2.5% | $13,435-37.8% | $7,344+13.8% |