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 | $108,948 | $87,013+25.2% | $106,213+2.6% | $80,856+34.7% |
| Participation rate | 79.6% | 70.4%+9.2pp | 75.3%+4.3pp | 67.6%+12.0pp |
| Annual return | 12.87% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,805 | $2,395-24.6% | $3,171-43.1% | $2,755-34.5% |
| Participant deferral / active EE | $4,500 | $3,986+12.9% | $5,016-10.3% | $4,296+4.8% |
| Admin fee / account holder | $11,875 | $8,431+40.8% | $11,033+7.6% | $6,918+71.7% |