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 | $121,415 | $101,724+19.4% | $164,813-26.3% | $80,856+50.2% |
| Participation rate | 92.8% | 71.8%+20.9pp | 78.6%+14.1pp | 67.6%+25.1pp |
| Annual return | 12.51% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,891 | $2,953-2.1% | $4,341-33.4% | $2,755+5.0% |
| Participant deferral / active EE | $4,668 | $4,477+4.2% | $6,031-22.6% | $4,296+8.7% |
| Admin fee / account holder | $7,994 | $8,227-2.8% | $12,690-37.0% | $6,918+15.6% |