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 | $123,292 | $138,347-10.9% | $184,203-33.1% | $80,856+52.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 20.82% | 20.02%+0.8pp | 28.81%-8.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,750 | $4,850-22.7% | $6,427-41.7% | $2,755+36.1% |
| Participant deferral / active EE | $4,942 | $7,071-30.1% | $9,131-45.9% | $4,296+15.0% |
| Admin fee / account holder | $5,064 | $10,483-51.7% | $13,901-63.6% | $6,918-26.8% |