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 | $125,727 | $80,968+55.3% | $96,544+30.2% | $75,163+67.3% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 16.01% | 27.06%-11.1pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,821 | $2,282-20.2% | $2,965-38.6% | $2,670-31.8% |
| Participant deferral / active EE | $5,104 | $3,928+29.9% | $4,851+5.2% | $4,125+23.7% |
| Admin fee / account holder | $1,682 | $6,724-75.0% | $8,252-79.6% | $5,651-70.2% |