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 | $121,327 | $84,556+43.5% | $116,228+4.4% | $74,304+63.3% |
| Participation rate | 84.3% | 66.0%+18.2pp | 74.6%+9.7pp | 60.3%+23.9pp |
| Annual return | 16.22% | 18.35%-2.1pp | 90.06%-73.8pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,540 | $2,168+17.2% | $2,994-15.2% | $2,241+13.3% |
| Participant deferral / active EE | $3,617 | $3,814-5.2% | $4,953-27.0% | $3,767-4.0% |
| Admin fee / account holder | $1,146 | $3,792-69.8% | $11,989-90.4% | $2,969-61.4% |