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 | $115,884 | $101,724+13.9% | $164,813-29.7% | $80,856+43.3% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 11.85% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,584 | $2,953+21.4% | $4,341-17.4% | $2,755+30.1% |
| Participant deferral / active EE | $7,302 | $4,477+63.1% | $6,031+21.1% | $4,296+70.0% |
| Admin fee / account holder | $2,322 | $8,227-71.8% | $12,690-81.7% | $6,918-66.4% |