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 | $113,634 | $77,503+46.6% | $100,391+13.2% | $80,856+40.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 17.80% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,596 | $2,801-43.0% | $3,942-59.5% | $2,755-42.1% |
| Participant deferral / active EE | $15,897 | $6,820+133.1% | $8,082+96.7% | $4,296+270.1% |
| Admin fee / account holder | $24,376 | $5,897+313.4% | $7,899+208.6% | $6,918+252.4% |