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 | $113,752 | $91,552+24.2% | $133,956-15.1% | $79,858+42.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 11.92% | 61.85%-49.9pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,922 | $2,384-19.4% | $3,919-51.0% | $2,471-22.2% |
| Participant deferral / active EE | $5,791 | $3,733+55.1% | $5,048+14.7% | $3,740+54.8% |
| Admin fee / account holder | $5,807 | $6,321-8.1% | $8,927-34.9% | $5,306+9.4% |