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 | $124,925 | $89,753+39.2% | $107,525+16.2% | $84,808+47.3% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 15.23% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,258 | $3,113+4.6% | $3,754-13.2% | $2,631+23.8% |
| Participant deferral / active EE | $9,251 | $4,056+128.1% | $5,116+80.8% | $4,212+119.7% |
| Admin fee / account holder | $10,810 | $7,222+49.7% | $8,919+21.2% | $7,344+47.2% |