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 | $120,338 | $109,881+9.5% | $150,045-19.8% | $84,808+41.9% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.4pp | 68.3%+18.5pp |
| Annual return | 16.76% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,428 | $3,561-31.8% | $4,693-48.3% | $2,631-7.7% |
| Participant deferral / active EE | $7,662 | $6,636+15.5% | $7,997-4.2% | $4,212+81.9% |
| Admin fee / account holder | $6,170 | $8,568-28.0% | $13,435-54.1% | $7,344-16.0% |