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 | $118,083 | $86,929+35.8% | $102,423+15.3% | $80,856+46.0% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 14.81% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,875 | $2,369-20.9% | $3,023-38.0% | $2,755-31.9% |
| Participant deferral / active EE | $3,000 | $4,118-27.2% | $5,053-40.6% | $4,296-30.2% |
| Admin fee / account holder | $2,064 | $8,049-74.4% | $9,451-78.2% | $6,918-70.2% |