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 | $133,052 | $91,552+45.3% | $133,956-0.7% | $79,858+66.6% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+8.9pp |
| Annual return | 15.63% | 61.85%-46.2pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,638 | $2,384+10.7% | $3,919-32.7% | $2,471+6.8% |
| Participant deferral / active EE | $5,005 | $3,733+34.1% | $5,048-0.8% | $3,740+33.8% |
| Admin fee / account holder | $6,679 | $6,321+5.7% | $8,927-25.2% | $5,306+25.9% |