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 | $119,639 | $101,724+17.6% | $164,813-27.4% | $80,856+48.0% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 12.19% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,486 | $2,953-15.8% | $4,341-42.7% | $2,755-9.8% |
| Participant deferral / active EE | $6,054 | $4,477+35.2% | $6,031+0.4% | $4,296+40.9% |
| Admin fee / account holder | $3,875 | $8,227-52.9% | $12,690-69.5% | $6,918-44.0% |