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 | $120,661 | $86,929+38.8% | $102,423+17.8% | $80,856+49.2% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 13.01% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,051 | $2,369-13.5% | $3,023-32.2% | $2,755-25.6% |
| Participant deferral / active EE | $4,376 | $4,118+6.3% | $5,053-13.4% | $4,296+1.9% |
| Admin fee / account holder | $16,403 | $8,049+103.8% | $9,451+73.6% | $6,918+137.1% |